ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025
Shares 9,566 Value ($000) $4,528 Avg Close — Range —
Q3 2025
Shares 21,358 Value ($000) $10,004 Avg Close — Range —
Q2 2025
Shares 29,785 Value ($000) $12,646 Avg Close — Range —
Q1 2025
Shares 21,788 Value ($000) $7,868 Avg Close — Range —
Q4 2024
Shares 11,904 Value ($000) $4,780 Avg Close — Range —
Q3 2024
Shares 21,075 Value ($000) $7,911 Avg Close — Range —
Q2 2024
Shares 39,076 Value ($000) $14,243 Avg Close — Range —
Q1 2024
Shares 46,471 Value ($000) $15,663 Avg Close — Range —
Q4 2023
Shares 10,409 Value ($000) $3,156 Avg Close — Range —
Q3 2023
Shares 7,409 Value ($000) $1,971 Avg Close — Range —
Q2 2023
Shares 7,818 Value ($000) $2,151 Avg Close — Range —
Q1 2023
Shares 5,439 Value ($000) $1,329 Avg Close — Range —
Q4 2022
Shares 1,855 Value ($000) $397 Avg Close — Range —