ISHARES TR

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

J.W. COLE ADVISORS, INC.'s Holding History (CIK: 0001404763)

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

Q4 2025
Shares 315,588 Value ($000) $33,508 Avg Close — Range —
Q3 2025
Shares 303,061 Value ($000) $36,586 Avg Close — Range —
Q2 2025
Shares 288,427 Value ($000) $31,756 Avg Close — Range —
Q1 2025
Shares 238,202 Value ($000) $22,112 Avg Close — Range —
Q4 2024
Shares 247,374 Value ($000) $25,116 Avg Close — Range —
Q3 2024
Shares 252,053 Value ($000) $24,134 Avg Close — Range —
Q2 2024
Shares 246,866 Value ($000) $22,845 Avg Close — Range —
Q1 2024
Shares 248,600 Value ($000) $20,994 Avg Close — Range —
Q4 2023
Shares 239,799 Value ($000) $18,009 Avg Close — Range —
Q3 2023
Shares 229,576 Value ($000) $15,708 Avg Close — Range —
Q2 2023
Shares 221,158 Value ($000) $15,587 Avg Close — Range —
Q1 2023
Shares 218,497 Value ($000) $13,960 Avg Close — Range —
Q4 2022
Shares 223,275 Value ($000) $13,062 Avg Close — Range —
Q3 2022
Shares 244,560 Value ($000) $14,148 Avg Close — Range —
Q2 2022
Shares 257,021 Value ($000) $15,511 Avg Close — Range —
Q1 2022
Shares 253,484 Value ($000) $19,361 Avg Close — Range —
Q4 2021
Shares 245,735 Value ($000) $20,561 Avg Close — Range —
Q2 2021
Shares 171,971 Value ($000) $12,507 Avg Close — Range —
Q1 2021
Shares 28,252 Value ($000) $1,839 Avg Close — Range —
Q4 2020
Shares 28,924 Value ($000) $1,846 Avg Close — Range —
Q3 2020
Shares 18,481 Value ($000) $4,271 Avg Close — Range —
Q2 2020
Shares 11,530 Value ($000) $2,392 Avg Close — Range —
Q4 2019
Shares 11,931 Value ($000) $2,310 Avg Close — Range —