ISHARES TR

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

United Asset Strategies, Inc.'s Holding History (CIK: 0001539948)

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

Q4 2025
Shares 2,672 Value ($000) $329 Avg Close — Range —
Q3 2025
Shares 2,672 Value ($000) $323 Avg Close — Range —
Q2 2025
Shares 2,672 Value ($000) $294 Avg Close — Range —
Q1 2025
Shares 2,677 Value ($000) $249 Avg Close — Range —
Q4 2024
Shares 2,672 Value ($000) $271 Avg Close — Range —
Q3 2024
Shares 2,672 Value ($000) $256 Avg Close — Range —
Q2 2024
Shares 2,672 Value ($000) $247 Avg Close — Range —
Q1 2024
Shares 2,672 Value ($000) $226 Avg Close — Range —
Q4 2023
Shares 2,672 Value ($000) $201 Avg Close — Range —
Q1 2022
Shares 2,672 Value ($000) $204 Avg Close — Range —