ISHARES TR

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

VESTIA PERSONAL WEALTH ADVISORS's Holding History (CIK: 0002033299)

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

Q4 2025
Shares 2,500 Value ($000) $305 Avg Close — Range —
Q3 2025
Shares 2,500 Value ($000) $302 Avg Close — Range —
Q2 2025
Shares 2,500 Value ($000) $275 Avg Close — Range —
Q1 2025
Shares 2,560 Value ($000) $238 Avg Close — Range —
Q4 2024
Shares 2,500 Value ($000) $254 Avg Close — Range —
Q3 2024
Shares 2,645 Value ($000) $253 Avg Close — Range —
Q2 2024
Shares 2,651 Value ($000) $245 Avg Close — Range —