ISHARES TR

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

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 265,974 Value ($000) $32,784 Avg Close Range
Q3 2025
Shares 274,300 Value ($000) $33,113 Avg Close Range
Q2 2025
Shares 275,590 Value ($000) $30,342 Avg Close Range
Q1 2025
Shares 274,456 Value ($000) $25,478 Avg Close Range
Q4 2024
Shares 292,050 Value ($000) $29,652 Avg Close Range
Q3 2024
Shares 290,808 Value ($000) $27,845 Avg Close Range
Q2 2024
Shares 297,511 Value ($000) $27,532 Avg Close Range
Q1 2024
Shares 305,596 Value ($000) $25,804 Avg Close Range
Q4 2023
Shares 318,488 Value ($000) $23,918 Avg Close Range
Q3 2023
Shares 333,650 Value ($000) $22,828 Avg Close Range
Q2 2023
Shares 344,530 Value ($000) $24,283 Avg Close Range
Q1 2023
Shares 362,092 Value ($000) $23,134 Avg Close Range
Q4 2022
Shares 363,372 Value ($000) $21,257 Avg Close Range
Q3 2022
Shares 348,892 Value ($000) $20,183 Avg Close Range
Q2 2022
Shares 348,147 Value ($000) $21,011 Avg Close Range
Q1 2022
Shares 351,325 Value ($000) $26,834 Avg Close Range
Q4 2021
Shares 357,650 Value ($000) $29,925 Avg Close Range
Q3 2021
Shares 354,440 Value ($000) $26,197 Avg Close Range
Q2 2021
Shares 367,196 Value ($000) $26,706 Avg Close Range
Q1 2021
Shares 395,113 Value ($000) $25,726 Avg Close Range
Q4 2020
Shares 512,629 Value ($000) $32,716 Avg Close Range
Q3 2020
Shares 204,258 Value ($000) $47,200 Avg Close Range
Q2 2020
Shares 227,511 Value ($000) $47,206 Avg Close Range
Q1 2020
Shares 232,637 Value ($000) $38,397 Avg Close Range
Q4 2019
Shares 226,785 Value ($000) $43,915 Avg Close Range
Q3 2019
Shares 225,820 Value ($000) $40,654 Avg Close Range
Q2 2019
Shares 237,136 Value ($000) $42,504 Avg Close Range
Q1 2019
Shares 234,893 Value ($000) $40,486 Avg Close Range
Q4 2018
Shares 88,291 Value ($000) $13,303 Avg Close Range
Q3 2018
Shares 66,719 Value ($000) $11,821 Avg Close Range
Q2 2018
Shares 44,225 Value ($000) $7,191 Avg Close Range
Q1 2018
Shares 153,843 Value ($000) $23,856 Avg Close Range
Q4 2017
Shares 100,176 Value ($000) $15,304 Avg Close Range
Q3 2017
Shares 102,198 Value ($000) $14,657 Avg Close Range
Q2 2017
Shares 99,345 Value ($000) $13,595 Avg Close Range
Q1 2017
Shares 99,916 Value ($000) $13,141 Avg Close Range
Q4 2016
Shares 67,578 Value ($000) $8,230 Avg Close Range
Q3 2016
Shares 3,583 Value ($000) $436 Avg Close Range
Q2 2016
Shares 2,237 Value ($000) $261 Avg Close Range
Q4 2015
Shares 1,820 Value ($000) $211 Avg Close Range
Q1 2014
Shares 18,743 Value ($000) $1,870 Avg Close Range
Q4 2013
Shares 18,963 Value ($000) $1,873 Avg Close Range
Q3 2013
Shares 17,943 Value ($000) $1,603 Avg Close Range