ISHARES TR

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

MIDDLETON & CO INC/MA's Holding History (CIK: 0000919497)

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

Q4 2025
Shares 7,290 Value ($000) $899 Avg Close Range
Q3 2025
Shares 7,540 Value ($000) $910 Avg Close Range
Q2 2025
Shares 7,575 Value ($000) $834 Avg Close Range
Q1 2025
Shares 7,600 Value ($000) $705 Avg Close Range
Q4 2024
Shares 6,830 Value ($000) $693 Avg Close Range
Q3 2024
Shares 7,220 Value ($000) $691 Avg Close Range
Q2 2024
Shares 7,265 Value ($000) $672 Avg Close Range
Q1 2024
Shares 7,320 Value ($000) $618 Avg Close Range
Q4 2023
Shares 5,945 Value ($000) $446 Avg Close Range
Q3 2023
Shares 6,701 Value ($000) $458 Avg Close Range
Q2 2023
Shares 6,736 Value ($000) $475 Avg Close Range
Q1 2023
Shares 6,736 Value ($000) $430 Avg Close Range
Q4 2022
Shares 6,861 Value ($000) $401 Avg Close Range
Q3 2022
Shares 6,876 Value ($000) $398 Avg Close Range
Q2 2022
Shares 7,062 Value ($000) $426 Avg Close Range
Q1 2022
Shares 7,137 Value ($000) $545 Avg Close Range
Q4 2021
Shares 7,061 Value ($000) $591 Avg Close Range
Q3 2021
Shares 7,026 Value ($000) $519 Avg Close Range
Q2 2021
Shares 6,416 Value ($000) $467 Avg Close Range
Q1 2021
Shares 6,726 Value ($000) $438 Avg Close Range
Q4 2020
Shares 5,726 Value ($000) $365 Avg Close Range
Q3 2020
Shares 4,704 Value ($000) $272 Avg Close Range
Q2 2020
Shares 1,216 Value ($000) $252 Avg Close Range