ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

COLTON GROOME FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001780330)

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

Q4 2025
Shares 1,912 Value ($000) $284 Avg Close Range
Q3 2025
Shares 2,169 Value ($000) $316 Avg Close Range
Q2 2025
Shares 2,169 Value ($000) $293 Avg Close Range
Q1 2025
Shares 2,189 Value ($000) $265 Avg Close Range
Q4 2024
Shares 2,404 Value ($000) $309 Avg Close Range
Q3 2024
Shares 2,404 Value ($000) $302 Avg Close Range
Q2 2024
Shares 2,404 Value ($000) $286 Avg Close Range
Q1 2024
Shares 2,404 Value ($000) $277 Avg Close Range
Q4 2023
Shares 2,404 Value ($000) $253 Avg Close Range
Q3 2023
Shares 2,404 Value ($000) $226 Avg Close Range
Q2 2023
Shares 2,404 Value ($000) $235 Avg Close Range
Q1 2023
Shares 2,404 Value ($000) $218 Avg Close Range
Q4 2021
Shares 2,993 Value ($000) $320 Avg Close Range
Q3 2021
Shares 3,100 Value ($000) $305 Avg Close Range
Q2 2021
Shares 4,086 Value ($000) $404 Avg Close Range
Q1 2021
Shares 4,258 Value ($000) $390 Avg Close Range
Q4 2020
Shares 4,258 Value ($000) $367 Avg Close Range
Q3 2020
Shares 5,243 Value ($000) $396 Avg Close Range
Q2 2020
Shares 5,099 Value ($000) $354 Avg Close Range
Q1 2020
Shares 5,260 Value ($000) $301 Avg Close Range
Q4 2019
Shares 5,443 Value ($000) $396 Avg Close Range
Q3 2019
Shares 5,434 Value ($000) $379 Avg Close Range
Q2 2019
Shares 5,219 Value ($000) $348 Avg Close Range