ISHARES TR

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

Barnes Wealth Management Group, Inc's Holding History (CIK: 0002066194)

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

Q4 2025
Shares 52,821 Value ($000) $6,511 Avg Close — Range —
Q3 2025
Shares 54,247 Value ($000) $6,549 Avg Close — Range —
Q2 2025
Shares 58,867 Value ($000) $6,481 Avg Close — Range —
Q1 2025
Shares 58,145 Value ($000) $5,398 Avg Close — Range —
Q4 2024
Shares 55,506 Value ($000) $5,636 Avg Close — Range —