ISHARES TR

Ticker: ILCG CUSIP: 464287119 Class: MORNINGSTAR GRWT

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 26,186 Value ($000) $2,724 Avg Close — Range —
Q3 2025
Shares 26,186 Value ($000) $2,731 Avg Close — Range —
Q2 2025
Shares 26,186 Value ($000) $2,537 Avg Close — Range —
Q1 2025
Shares 26,186 Value ($000) $2,121 Avg Close — Range —
Q4 2024
Shares 26,186 Value ($000) $2,346 Avg Close — Range —
Q3 2024
Shares 26,186 Value ($000) $2,201 Avg Close — Range —
Q2 2024
Shares 26,186 Value ($000) $2,132 Avg Close — Range —
Q1 2024
Shares 26,186 Value ($000) $1,977 Avg Close — Range —
Q4 2023
Shares 27,855 Value ($000) $1,889 Avg Close — Range —
Q3 2023
Shares 27,855 Value ($000) $1,662 Avg Close — Range —
Q2 2023
Shares 27,855 Value ($000) $1,737 Avg Close — Range —
Q1 2023
Shares 27,855 Value ($000) $1,542 Avg Close — Range —
Q4 2022
Shares 27,855 Value ($000) $1,401 Avg Close — Range —
Q3 2022
Shares 27,855 Value ($000) $1,344 Avg Close — Range —
Q2 2022
Shares 27,855 Value ($000) $1,395 Avg Close — Range —
Q1 2022
Shares 27,855 Value ($000) $1,811 Avg Close — Range —
Q4 2021
Shares 27,855 Value ($000) $2,001 Avg Close — Range —
Q3 2021
Shares 27,855 Value ($000) $1,826 Avg Close — Range —
Q2 2021
Shares 27,855 Value ($000) $1,804 Avg Close — Range —
Q1 2021
Shares 5,571 Value ($000) $1,607 Avg Close — Range —
Q4 2020
Shares 5,571 Value ($000) $1,615 Avg Close — Range —
Q3 2020
Shares 5,571 Value ($000) $1,490 Avg Close — Range —
Q2 2020
Shares 5,961 Value ($000) $1,398 Avg Close — Range —
Q1 2020
Shares 5,961 Value ($000) $1,107 Avg Close — Range —
Q4 2019
Shares 6,119 Value ($000) $1,285 Avg Close — Range —
Q3 2019
Shares 6,119 Value ($000) $1,171 Avg Close — Range —
Q2 2019
Shares 6,388 Value ($000) $1,226 Avg Close — Range —
Q1 2019
Shares 6,388 Value ($000) $1,168 Avg Close — Range —
Q4 2018
Shares 6,722 Value ($000) $1,066 Avg Close — Range —
Q3 2018
Shares 7,360 Value ($000) $1,368 Avg Close — Range —
Q2 2018
Shares 7,435 Value ($000) $1,299 Avg Close — Range —
Q1 2018
Shares 7,776 Value ($000) $1,274 Avg Close — Range —
Q4 2017
Shares 8,032 Value ($000) $1,257 Avg Close — Range —
Q3 2017
Shares 8,105 Value ($000) $1,187 Avg Close — Range —
Q2 2017
Shares 8,086 Value ($000) $1,126 Avg Close — Range —
Q1 2017
Shares 8,115 Value ($000) $1,069 Avg Close — Range —
Q4 2016
Shares 8,189 Value ($000) $991 Avg Close — Range —