ISHARES TR

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

Philip James Wealth Mangement, LLC's Holding History (CIK: 0002002630)

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

Q1 2024
Shares 18,139 Value ($000) $1,532 Avg Close — Range —
Q4 2023
Shares 22,271 Value ($000) $1,673 Avg Close — Range —