ISHARES TR

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

ALTFEST L J & CO INC's Holding History (CIK: 0000712050)

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

Q4 2025
Shares 5,566 Value ($000) $686 Avg Close Range
Q3 2025
Shares 5,566 Value ($000) $672 Avg Close Range
Q2 2025
Shares 5,566 Value ($000) $613 Avg Close Range
Q1 2025
Shares 5,566 Value ($000) $517 Avg Close Range
Q4 2024
Shares 5,566 Value ($000) $565 Avg Close Range
Q3 2024
Shares 5,566 Value ($000) $1 Avg Close Range
Q2 2024
Shares 5,566 Value ($000) $1 Avg Close Range
Q1 2024
Shares 5,566 Value ($000) $0 Avg Close Range
Q4 2023
Shares 5,566 Value ($000) $0 Avg Close Range
Q3 2023
Shares 5,566 Value ($000) $0 Avg Close Range
Q2 2023
Shares 5,566 Value ($000) $0 Avg Close Range
Q1 2023
Shares 6,000 Value ($000) $0 Avg Close Range
Q4 2022
Shares 6,000 Value ($000) $0 Avg Close Range
Q3 2022
Shares 6,000 Value ($000) $347 Avg Close Range
Q2 2022
Shares 6,000 Value ($000) $362 Avg Close Range
Q1 2022
Shares 6,000 Value ($000) $458 Avg Close Range
Q4 2021
Shares 6,000 Value ($000) $502 Avg Close Range
Q3 2021
Shares 6,000 Value ($000) $443 Avg Close Range
Q2 2021
Shares 6,000 Value ($000) $436 Avg Close Range
Q1 2021
Shares 6,000 Value ($000) $391 Avg Close Range
Q4 2020
Shares 6,000 Value ($000) $383 Avg Close Range
Q3 2020
Shares 1,500 Value ($000) $347 Avg Close Range
Q2 2020
Shares 1,500 Value ($000) $311 Avg Close Range
Q1 2020
Shares 1,500 Value ($000) $248 Avg Close Range
Q4 2019
Shares 1,500 Value ($000) $290 Avg Close Range
Q3 2019
Shares 1,500 Value ($000) $270 Avg Close Range
Q2 2019
Shares 1,500 Value ($000) $269 Avg Close Range
Q1 2019
Shares 1,500 Value ($000) $259 Avg Close Range
Q4 2018
Shares 1,500 Value ($000) $226 Avg Close Range
Q3 2018
Shares 1,500 Value ($000) $266 Avg Close Range
Q2 2018
Shares 1,500 Value ($000) $244 Avg Close Range
Q1 2018
Shares 1,500 Value ($000) $233 Avg Close Range
Q4 2017
Shares 1,500 Value ($000) $229 Avg Close Range