ISHARES TR

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

AssuredPartners Investment Advisors, LLC's Holding History (CIK: 0002055492)

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

Q4 2025
Shares 3,930 Value ($000) $484 Avg Close — Range —
Q3 2025
Shares 3,728 Value ($000) $450 Avg Close — Range —
Q2 2025
Shares 3,728 Value ($000) $410 Avg Close — Range —
Q1 2025
Shares 3,935 Value ($000) $365 Avg Close — Range —
Q4 2024
Shares 3,935 Value ($000) $400 Avg Close — Range —