ISHARES TR

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

Gradient Investments LLC's Holding History (CIK: 0001542265)

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

Q4 2025
Shares 3,034 Value ($000) $374 Avg Close Range
Q3 2025
Shares 2,476 Value ($000) $299 Avg Close Range
Q2 2025
Shares 1,936 Value ($000) $213 Avg Close Range
Q4 2024
Shares 3,901 Value ($000) $396 Avg Close Range
Q3 2024
Shares 3,798 Value ($000) $364 Avg Close Range
Q2 2024
Shares 4,095 Value ($000) $379 Avg Close Range
Q1 2024
Shares 3,821 Value ($000) $323 Avg Close Range
Q4 2023
Shares 4,248 Value ($000) $319 Avg Close Range
Q3 2023
Shares 4,191 Value ($000) $287 Avg Close Range
Q2 2023
Shares 4,304 Value ($000) $303 Avg Close Range
Q1 2023
Shares 4,148 Value ($000) $265 Avg Close Range
Q4 2022
Shares 2,148 Value ($000) $126 Avg Close Range
Q3 2022
Shares 2,508 Value ($000) $145 Avg Close Range
Q2 2022
Shares 2,148 Value ($000) $130 Avg Close Range
Q1 2022
Shares 1,789 Value ($000) $137 Avg Close Range
Q4 2021
Shares 1,789 Value ($000) $150 Avg Close Range
Q3 2021
Shares 1,716 Value ($000) $127 Avg Close Range
Q2 2021
Shares 1,716 Value ($000) $125 Avg Close Range
Q1 2021
Shares 1,716 Value ($000) $112 Avg Close Range
Q4 2020
Shares 123 Value ($000) $28 Avg Close Range
Q3 2020
Shares 123 Value ($000) $28 Avg Close Range
Q2 2020
Shares 123 Value ($000) $26 Avg Close Range
Q1 2020
Shares 123 Value ($000) $20 Avg Close Range
Q4 2019
Shares 123 Value ($000) $24 Avg Close Range
Q3 2019
Shares 221 Value ($000) $40 Avg Close Range
Q2 2019
Shares 19 Value ($000) $3 Avg Close Range
Q1 2019
Shares 19 Value ($000) $3 Avg Close Range
Q4 2018
Shares 19 Value ($000) $3 Avg Close Range
Q3 2018
Shares 19 Value ($000) $3 Avg Close Range
Q2 2018
Shares 114 Value ($000) $19 Avg Close Range
Q1 2018
Shares 19 Value ($000) $3 Avg Close Range
Q4 2017
Shares 19 Value ($000) $3 Avg Close Range
Q2 2017
Shares 19 Value ($000) $3 Avg Close Range
Q1 2017
Shares 19 Value ($000) $2 Avg Close Range
Q4 2016
Shares 19 Value ($000) $2 Avg Close Range
Q3 2016
Shares 19 Value ($000) $2 Avg Close Range
Q2 2016
Shares 19 Value ($000) $2 Avg Close Range
Q4 2015
Shares 698 Value ($000) $81 Avg Close Range
Q3 2015
Shares 56 Value ($000) $6 Avg Close Range
Q1 2014
Shares 130 Value ($000) $13 Avg Close Range
Q4 2013
Shares 525 Value ($000) $52 Avg Close Range
Q3 2013
Shares 525 Value ($000) $47 Avg Close Range
Q2 2013
Shares 1,076 Value ($000) $90 Avg Close Range