ISHARES TR

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

CALTON & ASSOCIATES, INC.'s Holding History (CIK: 0000822648)

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

Q4 2025
Shares 31,967 Value ($000) $3,940 Avg Close Range
Q3 2025
Shares 27,267 Value ($000) $3,292 Avg Close Range
Q2 2025
Shares 24,669 Value ($000) $2,716 Avg Close Range
Q1 2025
Shares 13,175 Value ($000) $1,223 Avg Close Range
Q4 2024
Shares 10,305 Value ($000) $1,046 Avg Close Range
Q2 2024
Shares 10,093 Value ($000) $934 Avg Close Range
Q1 2024
Shares 10,077 Value ($000) $851 Avg Close Range
Q4 2023
Shares 10,177 Value ($000) $764 Avg Close Range
Q2 2023
Shares 9,811 Value ($000) $691 Avg Close Range
Q1 2023
Shares 9,975 Value ($000) $637 Avg Close Range
Q4 2022
Shares 11,899 Value ($000) $696 Avg Close Range
Q3 2022
Shares 11,906 Value ($000) $688 Avg Close Range
Q2 2022
Shares 11,981 Value ($000) $723 Avg Close Range
Q1 2022
Shares 33,084 Value ($000) $2,526 Avg Close Range
Q4 2021
Shares 46,485 Value ($000) $3,889 Avg Close Range
Q3 2021
Shares 37,196 Value ($000) $2,749 Avg Close Range
Q2 2021
Shares 30,759 Value ($000) $2,242 Avg Close Range
Q1 2021
Shares 34,330 Value ($000) $2,235 Avg Close Range
Q4 2020
Shares 52,914 Value ($000) $3,377 Avg Close Range
Q3 2020
Shares 8,166 Value ($000) $1,887 Avg Close Range
Q2 2020
Shares 11,320 Value ($000) $2,349 Avg Close Range
Q1 2020
Shares 11,563 Value ($000) $1,909 Avg Close Range
Q4 2019
Shares 11,460 Value ($000) $2,219 Avg Close Range
Q3 2019
Shares 11,803 Value ($000) $2,125 Avg Close Range
Q2 2019
Shares 3,171 Value ($000) $568 Avg Close Range
Q1 2019
Shares 3,209 Value ($000) $553 Avg Close Range
Q4 2018
Shares 1,419 Value ($000) $214 Avg Close Range
Q3 2018
Shares 1,876 Value ($000) $332 Avg Close Range
Q2 2018
Shares 1,609 Value ($000) $277 Avg Close Range
Q4 2017
Shares 1,495 Value ($000) $244 Avg Close Range