ISHARES TR

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

SMART Wealth LLC's Holding History (CIK: 0002044723)

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

Q4 2025
Shares 5,341 Value ($000) $658 Avg Close — Range —
Q3 2025
Shares 3,615 Value ($000) $436 Avg Close — Range —
Q2 2025
Shares 3,282 Value ($000) $361 Avg Close — Range —
Q1 2025
Shares 2,572 Value ($000) $239 Avg Close — Range —
Q4 2024
Shares 2,169 Value ($000) $220 Avg Close — Range —
Q3 2024
Shares 2,409 Value ($000) $231 Avg Close — Range —
Q2 2024
Shares 2,221 Value ($000) $206 Avg Close — Range —