ISHARES TR

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

Lifelong Wealth Advisors, Inc.'s Holding History (CIK: 0002051717)

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

Q4 2025
Shares 62,168 Value ($000) $7,663 Avg Close — Range —
Q3 2025
Shares 57,678 Value ($000) $6,963 Avg Close — Range —
Q2 2025
Shares 58,061 Value ($000) $6,393 Avg Close — Range —
Q1 2025
Shares 61,675 Value ($000) $5,725 Avg Close — Range —
Q4 2024
Shares 60,701 Value ($000) $6,163 Avg Close — Range —