ISHARES TR

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

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 22,394 Value ($000) $2,760 Avg Close — Range —
Q3 2025
Shares 15,471 Value ($000) $1,868 Avg Close — Range —
Q2 2025
Shares 14,696 Value ($000) $1,618 Avg Close — Range —
Q1 2025
Shares 14,694 Value ($000) $1,364 Avg Close — Range —
Q4 2024
Shares 14,699 Value ($000) $1,492 Avg Close — Range —
Q3 2024
Shares 16,684 Value ($000) $1,597 Avg Close — Range —
Q2 2024
Shares 14,921 Value ($000) $1,381 Avg Close — Range —
Q1 2024
Shares 15,847 Value ($000) $1,338 Avg Close — Range —
Q4 2023
Shares 15,990 Value ($000) $1,201 Avg Close — Range —
Q3 2022
Shares 11,046 Value ($000) $639 Avg Close — Range —
Q2 2022
Shares 11,858 Value ($000) $716 Avg Close — Range —
Q4 2018
Shares 2,359 Value ($000) $355 Avg Close — Range —
Q2 2018
Shares 115 Value ($000) $19 Avg Close — Range —
Q1 2018
Shares 115 Value ($000) $18 Avg Close — Range —