ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 91,412 Value ($000) $62,612 Avg Close — Range —
Q3 2025
Shares 85,903 Value ($000) $57,495 Avg Close — Range —
Q2 2025
Shares 81,526 Value ($000) $50,619 Avg Close — Range —
Q1 2025
Shares 78,763 Value ($000) $43,947 Avg Close — Range —
Q4 2024
Shares 93,803 Value ($000) $55,220 Avg Close — Range —
Q3 2024
Shares 93,150 Value ($000) $53,731 Avg Close — Range —
Q2 2024
Shares 91,372 Value ($000) $50,002 Avg Close — Range —
Q1 2024
Shares 88,145 Value ($000) $46,340 Avg Close — Range —
Q4 2023
Shares 84,171 Value ($000) $40,203 Avg Close — Range —
Q3 2023
Shares 74,946 Value ($000) $32,184 Avg Close — Range —
Q2 2023
Shares 67,695 Value ($000) $30,172 Avg Close — Range —
Q1 2023
Shares 51,849 Value ($000) $21,314 Avg Close — Range —
Q4 2022
Shares 36,016 Value ($000) $13,838 Avg Close — Range —
Q3 2022
Shares 34,015 Value ($000) $12,199 Avg Close — Range —
Q2 2022
Shares 38,173 Value ($000) $14,473 Avg Close — Range —
Q1 2022
Shares 32,365 Value ($000) $14,684 Avg Close — Range —
Q4 2021
Shares 28,692 Value ($000) $13,686 Avg Close — Range —
Q3 2021
Shares 22,769 Value ($000) $9,809 Avg Close — Range —
Q2 2021
Shares 11,825 Value ($000) $5,084 Avg Close — Range —
Q1 2021
Shares 8,105 Value ($000) $3,224 Avg Close — Range —
Q4 2020
Shares 2,877 Value ($000) $1,080 Avg Close — Range —