ISHARES TR

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

Avidian Wealth Solutions, LLC's Holding History (CIK: 0001471474)

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

Q4 2025
Shares 41,794 Value ($000) $5,152 Avg Close — Range —
Q3 2025
Shares 45,455 Value ($000) $5,487 Avg Close — Range —
Q2 2025
Shares 38,542 Value ($000) $4,244 Avg Close — Range —
Q1 2025
Shares 44,439 Value ($000) $4,125 Avg Close — Range —
Q4 2024
Shares 45,022 Value ($000) $4,571 Avg Close — Range —
Q3 2024
Shares 46,206 Value ($000) $4,424 Avg Close — Range —
Q2 2024
Shares 51,070 Value ($000) $4,726 Avg Close — Range —
Q1 2024
Shares 35,079 Value ($000) $2,962 Avg Close — Range —
Q4 2023
Shares 17,066 Value ($000) $1,282 Avg Close — Range —
Q3 2023
Shares 14,722 Value ($000) $1,007 Avg Close — Range —
Q2 2023
Shares 3,338 Value ($000) $235 Avg Close — Range —
Q1 2022
Shares 22,866 Value ($000) $1,747 Avg Close — Range —
Q4 2021
Shares 21,726 Value ($000) $1,818 Avg Close — Range —
Q2 2021
Shares 3,054 Value ($000) $222 Avg Close — Range —