ISHARES TR

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

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025
Shares 2,489 Value ($000) $307 Avg Close — Range —
Q3 2025
Shares 2,488 Value ($000) $300 Avg Close — Range —
Q2 2025
Shares 2,405 Value ($000) $265 Avg Close — Range —
Q1 2025
Shares 2,322 Value ($000) $216 Avg Close — Range —
Q4 2024
Shares 2,239 Value ($000) $227 Avg Close — Range —