ISHARES TR

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

Private Wealth Management Group, LLC's Holding History (CIK: 0002011342)

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

Q4 2025
Shares 10,548 Value ($000) $1,300 Avg Close — Range —
Q3 2025
Shares 9,764 Value ($000) $1,179 Avg Close — Range —
Q2 2025
Shares 9,764 Value ($000) $1,075 Avg Close — Range —
Q1 2025
Shares 9,764 Value ($000) $906 Avg Close — Range —
Q4 2024
Shares 10,264 Value ($000) $1,042 Avg Close — Range —
Q3 2024
Shares 10,264 Value ($000) $983 Avg Close — Range —
Q2 2024
Shares 10,264 Value ($000) $950 Avg Close — Range —
Q1 2024
Shares 11,014 Value ($000) $930 Avg Close — Range —
Q4 2023
Shares 11,879 Value ($000) $892 Avg Close — Range —