ISHARES TR

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

ALBION FINANCIAL GROUP /UT's Holding History (CIK: 0001054677)

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

Q4 2025
Shares 11,820 Value ($000) $1,457 Avg Close — Range —
Q3 2025
Shares 12,162 Value ($000) $1,468 Avg Close — Range —
Q2 2025
Shares 11,945 Value ($000) $1,315 Avg Close — Range —
Q1 2025
Shares 141,047 Value ($000) $13,093 Avg Close — Range —
Q4 2024
Shares 7,300 Value ($000) $741 Avg Close — Range —
Q3 2024
Shares 8,056 Value ($000) $771 Avg Close — Range —
Q2 2024
Shares 7,300 Value ($000) $676 Avg Close — Range —
Q1 2024
Shares 7,402 Value ($000) $625 Avg Close — Range —
Q4 2023
Shares 8,025 Value ($000) $603 Avg Close — Range —
Q3 2023
Shares 7,300 Value ($000) $499 Avg Close — Range —
Q2 2023
Shares 20,669 Value ($000) $1,457 Avg Close — Range —
Q1 2023
Shares 7,300 Value ($000) $466 Avg Close — Range —
Q4 2022
Shares 9,200 Value ($000) $538 Avg Close — Range —
Q3 2022
Shares 9,200 Value ($000) $532 Avg Close — Range —
Q2 2022
Shares 9,200 Value ($000) $555 Avg Close — Range —
Q1 2022
Shares 9,200 Value ($000) $703 Avg Close — Range —
Q4 2021
Shares 9,200 Value ($000) $770 Avg Close — Range —
Q3 2021
Shares 9,200 Value ($000) $680 Avg Close — Range —
Q2 2021
Shares 9,200 Value ($000) $669 Avg Close — Range —
Q4 2020
Shares 9,200 Value ($000) $587 Avg Close — Range —
Q3 2020
Shares 2,300 Value ($000) $531 Avg Close — Range —
Q2 2020
Shares 2,300 Value ($000) $477 Avg Close — Range —
Q1 2020
Shares 2,300 Value ($000) $380 Avg Close — Range —
Q4 2019
Shares 2,300 Value ($000) $445 Avg Close — Range —
Q3 2019
Shares 2,300 Value ($000) $414 Avg Close — Range —
Q2 2019
Shares 2,300 Value ($000) $412 Avg Close — Range —
Q1 2019
Shares 2,600 Value ($000) $448 Avg Close — Range —
Q4 2018
Shares 2,600 Value ($000) $392 Avg Close — Range —
Q3 2018
Shares 2,600 Value ($000) $461 Avg Close — Range —
Q2 2018
Shares 2,724 Value ($000) $443 Avg Close — Range —
Q1 2018
Shares 2,994 Value ($000) $464 Avg Close — Range —
Q4 2017
Shares 2,994 Value ($000) $457 Avg Close — Range —
Q3 2017
Shares 2,994 Value ($000) $429 Avg Close — Range —
Q2 2017
Shares 2,994 Value ($000) $410 Avg Close — Range —
Q1 2017
Shares 2,994 Value ($000) $394 Avg Close — Range —
Q4 2016
Shares 2,994 Value ($000) $365 Avg Close — Range —
Q3 2016
Shares 2,994 Value ($000) $364 Avg Close — Range —
Q2 2016
Shares 2,994 Value ($000) $349 Avg Close — Range —
Q1 2016
Shares 2,994 Value ($000) $347 Avg Close — Range —
Q4 2015
Shares 3,859 Value ($000) $447 Avg Close — Range —