ISHARES TR

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

MCDONALD PARTNERS LLC's Holding History (CIK: 0001331074)

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

Q2 2025
Shares 2,348 Value ($000) $259 Avg Close — Range —
Q1 2025
Shares 3,348 Value ($000) $311 Avg Close — Range —
Q4 2024
Shares 2,747 Value ($000) $279 Avg Close — Range —
Q3 2024
Shares 3,182 Value ($000) $305 Avg Close — Range —
Q2 2024
Shares 3,590 Value ($000) $332 Avg Close — Range —
Q1 2024
Shares 3,590 Value ($000) $303 Avg Close — Range —
Q4 2023
Shares 4,038 Value ($000) $303 Avg Close — Range —
Q3 2023
Shares 4,038 Value ($000) $276 Avg Close — Range —
Q2 2023
Shares 4,007 Value ($000) $282 Avg Close — Range —
Q1 2023
Shares 4,007 Value ($000) $256 Avg Close — Range —
Q4 2022
Shares 4,007 Value ($000) $234 Avg Close — Range —
Q3 2022
Shares 4,007 Value ($000) $232 Avg Close — Range —
Q2 2022
Shares 4,347 Value ($000) $262 Avg Close — Range —
Q1 2022
Shares 4,407 Value ($000) $337 Avg Close — Range —
Q4 2021
Shares 114 Value ($000) $9,538 Avg Close — Range —
Q3 2021
Shares 4,707 Value ($000) $348 Avg Close — Range —
Q2 2021
Shares 4,962 Value ($000) $361 Avg Close — Range —
Q1 2021
Shares 4,956 Value ($000) $323 Avg Close — Range —
Q4 2020
Shares 4,949 Value ($000) $316 Avg Close — Range —