ISHARES TR

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

Processus Wealth & Capital Management, LLC's Holding History (CIK: 0002014209)

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

Q4 2025
Shares 8,212 Value ($000) $1,012 Avg Close — Range —
Q3 2025
Shares 8,355 Value ($000) $1,009 Avg Close — Range —
Q2 2025
Shares 12,553 Value ($000) $1,382 Avg Close — Range —
Q1 2025
Shares 12,851 Value ($000) $1,193 Avg Close — Range —
Q4 2024
Shares 12,210 Value ($000) $1,240 Avg Close — Range —
Q3 2024
Shares 11,964 Value ($000) $1,146 Avg Close — Range —
Q2 2024
Shares 12,423 Value ($000) $1,150 Avg Close — Range —
Q1 2024
Shares 12,301 Value ($000) $1,039 Avg Close — Range —
Q4 2023
Shares 12,901 Value ($000) $969 Avg Close — Range —