ISHARES TR

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

Base Wealth Management LLC's Holding History (CIK: 0002083977)

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

Q4 2025
Shares 5,102 Value ($000) $629 Avg Close Range
Q3 2025
Shares 5,999 Value ($000) $724 Avg Close Range
Q2 2025
Shares 6,319 Value ($000) $696 Avg Close Range
Q1 2025
Shares 6,448 Value ($000) $599 Avg Close Range