ISHARES TR

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

YHB Investment Advisors, Inc.'s Holding History (CIK: 0001469219)

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

Q4 2025
Shares 108,263 Value ($000) $13,345 Avg Close — Range —
Q3 2025
Shares 108,150 Value ($000) $13,056 Avg Close — Range —
Q2 2025
Shares 108,028 Value ($000) $11,894 Avg Close — Range —
Q1 2025
Shares 107,910 Value ($000) $10,017 Avg Close — Range —
Q4 2024
Shares 107,790 Value ($000) $10,944 Avg Close — Range —
Q3 2024
Shares 107,653 Value ($000) $10,308 Avg Close — Range —
Q2 2024
Shares 107,495 Value ($000) $9,948 Avg Close — Range —
Q1 2024
Shares 107,410 Value ($000) $9,070 Avg Close — Range —
Q4 2023
Shares 113,696 Value ($000) $8,539 Avg Close — Range —
Q3 2023
Shares 127,075 Value ($000) $8,694 Avg Close — Range —
Q2 2023
Shares 127,075 Value ($000) $8,956 Avg Close — Range —
Q1 2023
Shares 126,805 Value ($000) $8,102 Avg Close — Range —
Q4 2022
Shares 122,106 Value ($000) $7,143 Avg Close — Range —
Q3 2022
Shares 117,748 Value ($000) $6,812 Avg Close — Range —
Q2 2022
Shares 117,452 Value ($000) $7,088 Avg Close — Range —
Q1 2022
Shares 117,063 Value ($000) $8,941 Avg Close — Range —
Q4 2021
Shares 117,063 Value ($000) $9,795 Avg Close — Range —
Q3 2021
Shares 116,933 Value ($000) $8,643 Avg Close — Range —
Q2 2021
Shares 116,709 Value ($000) $8,488 Avg Close — Range —
Q1 2021
Shares 116,572 Value ($000) $8,154 Avg Close — Range —
Q4 2020
Shares 117,157 Value ($000) $7,477 Avg Close — Range —
Q3 2020
Shares 29,157 Value ($000) $6,738 Avg Close — Range —