ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Atlantic Edge Private Wealth Management, LLC's Holding History (CIK: 0002011145)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 72,595 Value ($000) $8,948 Avg Close — Range —
Q3 2025
Shares 69,695 Value ($000) $8,414 Avg Close — Range —
Q2 2025
Shares 69,000 Value ($000) $7,597 Avg Close — Range —
Q1 2025
Shares 15,382 Value ($000) $1,428 Avg Close — Range —
Q4 2024
Shares 15,382 Value ($000) $1,562 Avg Close — Range —
Q3 2024
Shares 15,382 Value ($000) $1,473 Avg Close — Range —
Q2 2024
Shares 15,280 Value ($000) $1,414 Avg Close — Range —
Q1 2024
Shares 15,280 Value ($000) $1,290 Avg Close — Range —
Q4 2023
Shares 15,280 Value ($000) $1,148 Avg Close — Range —