ISHARES TR

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

Joel Isaacson & Co., LLC's Holding History (CIK: 0001599330)

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

Q4 2025
Shares 23,250 Value ($000) $2,866 Avg Close — Range —
Q3 2025
Shares 23,246 Value ($000) $2,806 Avg Close — Range —
Q2 2025
Shares 23,243 Value ($000) $2,559 Avg Close — Range —
Q1 2025
Shares 23,291 Value ($000) $2,162 Avg Close — Range —
Q4 2024
Shares 23,630 Value ($000) $2,399 Avg Close — Range —
Q3 2024
Shares 21,277 Value ($000) $2,037 Avg Close — Range —
Q2 2024
Shares 17,711 Value ($000) $1,639 Avg Close — Range —
Q1 2024
Shares 18,384 Value ($000) $1,552 Avg Close — Range —
Q4 2023
Shares 13,826 Value ($000) $1,038 Avg Close — Range —
Q3 2023
Shares 11,164 Value ($000) $764 Avg Close — Range —
Q2 2023
Shares 11,301 Value ($000) $796 Avg Close — Range —
Q1 2023
Shares 10,579 Value ($000) $676 Avg Close — Range —
Q4 2022
Shares 10,569 Value ($000) $618 Avg Close — Range —
Q3 2022
Shares 10,658 Value ($000) $617 Avg Close — Range —
Q2 2022
Shares 9,534 Value ($000) $575 Avg Close — Range —
Q1 2022
Shares 9,528 Value ($000) $685 Avg Close — Range —
Q4 2021
Shares 9,584 Value ($000) $802 Avg Close — Range —
Q3 2021
Shares 9,576 Value ($000) $708 Avg Close — Range —
Q2 2021
Shares 9,323 Value ($000) $678 Avg Close — Range —
Q1 2021
Shares 9,315 Value ($000) $607 Avg Close — Range —
Q4 2020
Shares 9,315 Value ($000) $594 Avg Close — Range —
Q3 2020
Shares 2,327 Value ($000) $538 Avg Close — Range —
Q2 2020
Shares 2,030 Value ($000) $421 Avg Close — Range —
Q1 2020
Shares 2,028 Value ($000) $335 Avg Close — Range —
Q4 2019
Shares 2,603 Value ($000) $504 Avg Close — Range —
Q3 2019
Shares 2,599 Value ($000) $468 Avg Close — Range —
Q4 2016
Shares 430 Value ($000) $52 Avg Close — Range —
Q3 2016
Shares 430 Value ($000) $52 Avg Close — Range —
Q2 2016
Shares 430 Value ($000) $50 Avg Close — Range —
Q1 2016
Shares 430 Value ($000) $50 Avg Close — Range —
Q1 2015
Shares 368 Value ($000) $42 Avg Close — Range —
Q4 2014
Shares 368 Value ($000) $41 Avg Close — Range —
Q3 2014
Shares 368 Value ($000) $39 Avg Close — Range —
Q4 2012
Shares 158 Value ($000) $12 Avg Close — Range —