ISHARES TR

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

WBH ADVISORY INC's Holding History (CIK: 0001259671)

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

Q4 2025
Shares 32,958 Value ($000) $4,062 Avg Close Range
Q3 2025
Shares 32,966 Value ($000) $3,980 Avg Close Range
Q2 2025
Shares 32,969 Value ($000) $3,630 Avg Close Range
Q1 2025
Shares 33,773 Value ($000) $3,135 Avg Close Range
Q4 2024
Shares 34,037 Value ($000) $3,456 Avg Close Range
Q3 2024
Shares 35,037 Value ($000) $3,355 Avg Close Range
Q2 2024
Shares 36,636 Value ($000) $3,390 Avg Close Range
Q1 2024
Shares 36,729 Value ($000) $3,101 Avg Close Range
Q4 2023
Shares 37,603 Value ($000) $2,824 Avg Close Range
Q3 2023
Shares 42,496 Value ($000) $2,908 Avg Close Range
Q2 2023
Shares 42,974 Value ($000) $3,029 Avg Close Range
Q1 2023
Shares 47,780 Value ($000) $3,053 Avg Close Range
Q3 2022
Shares 42,144 Value ($000) $2,438 Avg Close Range
Q2 2022
Shares 46,687 Value ($000) $2,909 Avg Close Range
Q1 2022
Shares 14,138 Value ($000) $988 Avg Close Range
Q4 2021
Shares 6,634 Value ($000) $555 Avg Close Range
Q3 2021
Shares 6,575 Value ($000) $486 Avg Close Range
Q2 2021
Shares 6,571 Value ($000) $502 Avg Close Range
Q1 2021
Shares 6,637 Value ($000) $432 Avg Close Range
Q4 2020
Shares 6,697 Value ($000) $437 Avg Close Range
Q3 2020
Shares 1,673 Value ($000) $387 Avg Close Range
Q2 2020
Shares 1,695 Value ($000) $351 Avg Close Range
Q1 2020
Shares 1,653 Value ($000) $272 Avg Close Range
Q4 2019
Shares 1,201 Value ($000) $232 Avg Close Range
Q3 2018
Shares 1,201 Value ($000) $212 Avg Close Range
Q2 2018
Shares 1,201 Value ($000) $195 Avg Close Range
Q2 2017
Shares 2,474 Value ($000) $338 Avg Close Range