ISHARES TR

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

BURNS J W & CO INC/NY's Holding History (CIK: 0001047339)

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

Q4 2025
Shares 9,389 Value ($000) $1,157 Avg Close — Range —
Q3 2025
Shares 8,980 Value ($000) $1,084 Avg Close — Range —
Q2 2025
Shares 9,055 Value ($000) $997 Avg Close — Range —
Q1 2025
Shares 9,362 Value ($000) $869 Avg Close — Range —
Q4 2024
Shares 9,362 Value ($000) $951 Avg Close — Range —
Q3 2024
Shares 9,362 Value ($000) $896 Avg Close — Range —
Q2 2024
Shares 9,362 Value ($000) $866 Avg Close — Range —
Q1 2024
Shares 9,512 Value ($000) $803 Avg Close — Range —
Q4 2023
Shares 9,512 Value ($000) $714 Avg Close — Range —
Q3 2023
Shares 8,930 Value ($000) $611 Avg Close — Range —
Q2 2023
Shares 9,348 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 9,348 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 9,753 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 9,878 Value ($000) $571 Avg Close — Range —
Q2 2022
Shares 9,878 Value ($000) $596 Avg Close — Range —
Q1 2022
Shares 10,703 Value ($000) $817 Avg Close — Range —
Q4 2021
Shares 10,728 Value ($000) $898 Avg Close — Range —
Q3 2021
Shares 10,853 Value ($000) $802 Avg Close — Range —
Q2 2021
Shares 10,853 Value ($000) $789 Avg Close — Range —
Q1 2021
Shares 12,078 Value ($000) $786 Avg Close — Range —
Q4 2020
Shares 12,593 Value ($000) $804 Avg Close — Range —
Q3 2020
Shares 3,187 Value ($000) $736 Avg Close — Range —
Q2 2020
Shares 3,247 Value ($000) $674 Avg Close — Range —
Q1 2020
Shares 3,307 Value ($000) $546 Avg Close — Range —
Q4 2019
Shares 3,342 Value ($000) $647 Avg Close — Range —
Q3 2019
Shares 3,422 Value ($000) $616 Avg Close — Range —
Q2 2019
Shares 3,462 Value ($000) $621 Avg Close — Range —
Q1 2019
Shares 3,462 Value ($000) $597 Avg Close — Range —
Q4 2018
Shares 3,562 Value ($000) $537 Avg Close — Range —
Q3 2018
Shares 3,847 Value ($000) $682 Avg Close — Range —
Q2 2018
Shares 3,872 Value ($000) $630 Avg Close — Range —
Q1 2018
Shares 4,247 Value ($000) $659 Avg Close — Range —
Q4 2017
Shares 4,247 Value ($000) $649 Avg Close — Range —
Q3 2017
Shares 4,372 Value ($000) $627 Avg Close — Range —
Q2 2017
Shares 5,027 Value ($000) $688 Avg Close — Range —
Q1 2017
Shares 5,077 Value ($000) $668 Avg Close — Range —
Q4 2016
Shares 5,152 Value ($000) $627 Avg Close — Range —
Q3 2016
Shares 4,754 Value ($000) $578 Avg Close — Range —
Q2 2016
Shares 4,954 Value ($000) $578 Avg Close — Range —
Q1 2016
Shares 4,899 Value ($000) $568 Avg Close — Range —
Q4 2015
Shares 4,943 Value ($000) $572 Avg Close — Range —
Q3 2015
Shares 5,018 Value ($000) $541 Avg Close — Range —
Q2 2015
Shares 5,367 Value ($000) $611 Avg Close — Range —
Q1 2015
Shares 5,367 Value ($000) $612 Avg Close — Range —
Q4 2014
Shares 5,367 Value ($000) $599 Avg Close — Range —
Q3 2014
Shares 5,316 Value ($000) $568 Avg Close — Range —
Q2 2014
Shares 5,341 Value ($000) $562 Avg Close — Range —
Q1 2014
Shares 5,341 Value ($000) $533 Avg Close — Range —
Q4 2013
Shares 5,365 Value ($000) $530 Avg Close — Range —
Q3 2013
Shares 5,365 Value ($000) $479 Avg Close — Range —
Q2 2013
Shares 5,410 Value ($000) $454 Avg Close — Range —