ISHARES TR

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

Evensky & Katz LLC's Holding History (CIK: 0001357867)

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

Q1 2025
Shares 23,772 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 23,818 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 23,793 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 23,879 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 22,715 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 22,744 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 23,195 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 23,973 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 25,083 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 24,398 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 24,299 Value ($000) $1,406 Avg Close — Range —
Q2 2022
Shares 24,376 Value ($000) $1,471 Avg Close — Range —
Q1 2022
Shares 24,338 Value ($000) $1,859 Avg Close — Range —
Q4 2021
Shares 24,323 Value ($000) $2,035 Avg Close — Range —
Q3 2021
Shares 24,792 Value ($000) $1,832 Avg Close — Range —
Q2 2021
Shares 25,712 Value ($000) $1,870 Avg Close — Range —
Q1 2021
Shares 26,307 Value ($000) $1,713 Avg Close — Range —
Q4 2020
Shares 27,883 Value ($000) $1,779 Avg Close — Range —
Q3 2020
Shares 7,000 Value ($000) $1,618 Avg Close — Range —
Q2 2020
Shares 7,081 Value ($000) $1,469 Avg Close — Range —
Q1 2020
Shares 7,066 Value ($000) $1,166 Avg Close — Range —
Q4 2019
Shares 7,073 Value ($000) $1,369 Avg Close — Range —
Q3 2019
Shares 10,662 Value ($000) $1,919 Avg Close — Range —
Q2 2019
Shares 11,384 Value ($000) $2,041 Avg Close — Range —
Q1 2019
Shares 11,452 Value ($000) $1,973 Avg Close — Range —
Q4 2018
Shares 11,448 Value ($000) $1,724 Avg Close — Range —
Q3 2018
Shares 11,295 Value ($000) $2,001 Avg Close — Range —
Q2 2018
Shares 12,697 Value ($000) $2,064 Avg Close — Range —
Q1 2018
Shares 12,436 Value ($000) $1,928 Avg Close — Range —
Q4 2017
Shares 12,754 Value ($000) $1,948 Avg Close — Range —
Q3 2017
Shares 12,791 Value ($000) $1,834 Avg Close — Range —
Q2 2017
Shares 12,847 Value ($000) $1,758 Avg Close — Range —
Q1 2017
Shares 13,565 Value ($000) $1,786 Avg Close — Range —
Q4 2016
Shares 15,701 Value ($000) $1,912 Avg Close — Range —
Q3 2016
Shares 15,664 Value ($000) $1,905 Avg Close — Range —
Q2 2016
Shares 18,725 Value ($000) $2,182 Avg Close — Range —
Q1 2016
Shares 20,791 Value ($000) $2,409 Avg Close — Range —
Q4 2015
Shares 22,288 Value ($000) $2,580 Avg Close — Range —
Q3 2015
Shares 21,971 Value ($000) $2,368 Avg Close — Range —
Q2 2015
Shares 22,751 Value ($000) $2,590 Avg Close — Range —
Q1 2015
Shares 23,207 Value ($000) $2,644 Avg Close — Range —
Q4 2014
Shares 466 Value ($000) $53 Avg Close — Range —
Q3 2014
Shares 36,376 Value ($000) $3,892 Avg Close — Range —
Q2 2014
Shares 97 Value ($000) $10 Avg Close — Range —
Q1 2014
Shares 97 Value ($000) $9 Avg Close — Range —
Q4 2013
Shares 97 Value ($000) $9 Avg Close — Range —
Q3 2013
Shares 96 Value ($000) $8 Avg Close — Range —
Q2 2013
Shares 95 Value ($000) $8 Avg Close — Range —