ISHARES TR

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

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

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

Q4 2025
Shares 9,898 Value ($000) $1,220 Avg Close — Range —
Q3 2025
Shares 10,211 Value ($000) $1,233 Avg Close — Range —
Q2 2025
Shares 10,213 Value ($000) $1,124 Avg Close — Range —
Q1 2025
Shares 10,391 Value ($000) $965 Avg Close — Range —
Q4 2024
Shares 10,180 Value ($000) $1,034 Avg Close — Range —
Q3 2024
Shares 9,930 Value ($000) $951 Avg Close — Range —
Q2 2024
Shares 9,883 Value ($000) $915 Avg Close — Range —
Q1 2024
Shares 9,488 Value ($000) $801 Avg Close — Range —
Q4 2023
Shares 8,993 Value ($000) $675 Avg Close — Range —