ISHARES TR

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

Lee Financial Co's Holding History (CIK: 0001391166)

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

Q4 2025
Shares 361,351 Value ($000) $44,540 Avg Close — Range —
Q3 2025
Shares 362,653 Value ($000) $43,780 Avg Close — Range —
Q2 2025
Shares 364,405 Value ($000) $40,121 Avg Close — Range —
Q1 2025
Shares 357,201 Value ($000) $33,159 Avg Close — Range —
Q4 2024
Shares 346,205 Value ($000) $35,150 Avg Close — Range —
Q3 2024
Shares 340,198 Value ($000) $32,574 Avg Close — Range —
Q2 2024
Shares 322,670 Value ($000) $29,860 Avg Close — Range —
Q1 2024
Shares 292,080 Value ($000) $24,663 Avg Close — Range —
Q4 2023
Shares 261,763 Value ($000) $19,658 Avg Close — Range —
Q3 2023
Shares 228,121 Value ($000) $15,641 Avg Close — Range —
Q2 2023
Shares 181,056 Value ($000) $12,761 Avg Close — Range —
Q1 2023
Shares 156,988 Value ($000) $10,030 Avg Close — Range —
Q4 2022
Shares 156,015 Value ($000) $9,127 Avg Close — Range —
Q3 2022
Shares 67,315 Value ($000) $3,894 Avg Close — Range —
Q2 2022
Shares 67,340 Value ($000) $4,064 Avg Close — Range —
Q1 2022
Shares 62,800 Value ($000) $4,797 Avg Close — Range —
Q4 2021
Shares 62,020 Value ($000) $5,189 Avg Close — Range —
Q3 2021
Shares 62,015 Value ($000) $4,584 Avg Close — Range —
Q2 2021
Shares 61,940 Value ($000) $4,505 Avg Close — Range —
Q1 2021
Shares 63,740 Value ($000) $4,150 Avg Close — Range —
Q4 2020
Shares 64,660 Value ($000) $4,127 Avg Close — Range —
Q3 2020
Shares 16,265 Value ($000) $3,759 Avg Close — Range —
Q2 2020
Shares 16,462 Value ($000) $3,416 Avg Close — Range —
Q1 2020
Shares 16,490 Value ($000) $2,722 Avg Close — Range —
Q4 2019
Shares 16,669 Value ($000) $3,228 Avg Close — Range —
Q3 2019
Shares 16,669 Value ($000) $3,001 Avg Close — Range —
Q2 2019
Shares 16,669 Value ($000) $2,988 Avg Close — Range —
Q1 2019
Shares 16,594 Value ($000) $2,860 Avg Close — Range —
Q4 2018
Shares 16,569 Value ($000) $2,496 Avg Close — Range —
Q3 2018
Shares 17,069 Value ($000) $3,024 Avg Close — Range —
Q2 2018
Shares 17,569 Value ($000) $2,857 Avg Close — Range —
Q1 2018
Shares 17,709 Value ($000) $2,746 Avg Close — Range —
Q4 2017
Shares 18,173 Value ($000) $2,776 Avg Close — Range —
Q3 2017
Shares 18,173 Value ($000) $2,606 Avg Close — Range —
Q2 2017
Shares 18,413 Value ($000) $2,520 Avg Close — Range —
Q1 2017
Shares 19,385 Value ($000) $2,550 Avg Close — Range —
Q4 2016
Shares 24,234 Value ($000) $2,951 Avg Close — Range —