ISHARES TR

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

Merkkuri Wealth Advisors LLC's Holding History (CIK: 0002040317)

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

Q4 2025
Shares 20,356 Value ($000) $2,509 Avg Close — Range —
Q3 2025
Shares 20,913 Value ($000) $2,525 Avg Close — Range —
Q2 2025
Shares 20,338 Value ($000) $2,239 Avg Close — Range —
Q1 2025
Shares 20,900 Value ($000) $1,940 Avg Close — Range —
Q4 2024
Shares 19,506 Value ($000) $1,980 Avg Close — Range —
Q3 2024
Shares 17,456 Value ($000) $1,671 Avg Close — Range —
Q2 2024
Shares 14,135 Value ($000) $1,309 Avg Close — Range —