ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 59,580 Value ($000) $16,500 Avg Close — Range —
Q3 2025
Shares 54,884 Value ($000) $15,019 Avg Close — Range —
Q2 2025
Shares 113,247 Value ($000) $27,917 Avg Close — Range —
Q1 2025
Shares 57,334 Value ($000) $12,094 Avg Close — Range —
Q4 2024
Shares 2,156 Value ($000) $507 Avg Close — Range —
Q3 2024
Shares 59,613 Value ($000) $13,118 Avg Close — Range —
Q2 2024
Shares 58,955 Value ($000) $12,647 Avg Close — Range —
Q1 2024
Shares 111,437 Value ($000) $21,741 Avg Close — Range —
Q4 2023
Shares 108,601 Value ($000) $19,029 Avg Close — Range —
Q3 2023
Shares 111,928 Value ($000) $17,218 Avg Close — Range —
Q2 2023
Shares 106,575 Value ($000) $16,898 Avg Close — Range —
Q1 2023
Shares 108,571 Value ($000) $15,084 Avg Close — Range —
Q4 2022
Shares 87,181 Value ($000) $10,508 Avg Close — Range —
Q3 2022
Shares 2,706 Value ($000) $323 Avg Close — Range —