ISHARES TR

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

FOUNDERS FINANCIAL SECURITIES LLC's Holding History (CIK: 0001342396)

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

Q4 2025
Shares 8,778 Value ($000) $1,082 Avg Close Range
Q3 2025
Shares 6,860 Value ($000) $828 Avg Close Range
Q2 2025
Shares 7,139 Value ($000) $786 Avg Close Range
Q1 2025
Shares 7,138 Value ($000) $671 Avg Close Range
Q4 2024
Shares 6,341 Value ($000) $644 Avg Close Range
Q3 2024
Shares 6,447 Value ($000) $617 Avg Close Range
Q2 2024
Shares 7,338 Value ($000) $679 Avg Close Range
Q1 2024
Shares 6,384 Value ($000) $539 Avg Close Range
Q4 2023
Shares 5,081 Value ($000) $382 Avg Close Range
Q3 2023
Shares 4,792 Value ($000) $328 Avg Close Range
Q2 2023
Shares 6,552 Value ($000) $462 Avg Close Range
Q1 2023
Shares 6,464 Value ($000) $413 Avg Close Range
Q4 2022
Shares 6,129 Value ($000) $359 Avg Close Range
Q3 2022
Shares 6,431 Value ($000) $372 Avg Close Range
Q1 2022
Shares 10,728 Value ($000) $819 Avg Close Range
Q4 2021
Shares 9,766 Value ($000) $817 Avg Close Range
Q4 2020
Shares 9,576 Value ($000) $611 Avg Close Range
Q3 2020
Shares 2,261 Value ($000) $522 Avg Close Range
Q2 2020
Shares 2,612 Value ($000) $542 Avg Close Range
Q4 2019
Shares 2,066 Value ($000) $400 Avg Close Range
Q2 2017
Shares 128,447 Value ($000) $17,578 Avg Close Range
Q1 2017
Shares 142,833 Value ($000) $18,785 Avg Close Range
Q4 2016
Shares 188,734 Value ($000) $22,986 Avg Close Range
Q3 2016
Shares 89,623 Value ($000) $10,904 Avg Close Range
Q2 2016
Shares 70,884 Value ($000) $8,264 Avg Close Range
Q1 2016
Shares 123,115 Value ($000) $14,268 Avg Close Range
Q4 2015
Shares 136,631 Value ($000) $15,822 Avg Close Range
Q1 2015
Shares 68,131 Value ($000) $7,764 Avg Close Range
Q4 2014
Shares 124,685 Value ($000) $13,915 Avg Close Range
Q3 2014
Shares 93,096 Value ($000) $9,945 Avg Close Range