ISHARES TR

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

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

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

Q4 2025
Shares 16,343 Value ($000) $2,014 Avg Close — Range —
Q3 2025
Shares 17,583 Value ($000) $2,123 Avg Close — Range —
Q2 2025
Shares 19,682 Value ($000) $2,167 Avg Close — Range —
Q1 2025
Shares 12,700 Value ($000) $1,179 Avg Close — Range —
Q4 2024
Shares 36,416 Value ($000) $3,697 Avg Close — Range —
Q3 2024
Shares 24,641 Value ($000) $2,359 Avg Close — Range —
Q2 2024
Shares 23,803 Value ($000) $2,203 Avg Close — Range —