ISHARES TR

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

PARTNERS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002054714)

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

Q4 2025
Shares 16,189 Value ($000) $1,995 Avg Close — Range —
Q3 2025
Shares 16,216 Value ($000) $1,958 Avg Close — Range —
Q2 2025
Shares 14,871 Value ($000) $1,390 Avg Close — Range —
Q1 2025
Shares 14,871 Value ($000) $1,380 Avg Close — Range —
Q4 2024
Shares 14,586 Value ($000) $1,481 Avg Close — Range —