ISHARES TR

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

Axis Wealth Partners, LLC's Holding History (CIK: 0002052531)

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

Q4 2025
Shares 20,487 Value ($000) $2,525 Avg Close — Range —
Q3 2025
Shares 25,147 Value ($000) $3,036 Avg Close — Range —
Q2 2025
Shares 30,094 Value ($000) $3,313 Avg Close — Range —
Q1 2025
Shares 32,345 Value ($000) $3,003 Avg Close — Range —
Q4 2024
Shares 20,251 Value ($000) $2,056 Avg Close — Range —