ISHARES TR

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

RKL Wealth Management LLC's Holding History (CIK: 0001604723)

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

Q4 2025
Shares 54,537 Value ($000) $6,722 Avg Close — Range —
Q3 2025
Shares 56,196 Value ($000) $6,784 Avg Close — Range —
Q2 2025
Shares 65,460 Value ($000) $7,207 Avg Close — Range —
Q1 2025
Shares 67,937 Value ($000) $6,307 Avg Close — Range —
Q4 2024
Shares 78,314 Value ($000) $7,951 Avg Close — Range —
Q3 2024
Shares 101,936 Value ($000) $9,760 Avg Close — Range —
Q2 2024
Shares 114,606 Value ($000) $10,606 Avg Close — Range —
Q1 2024
Shares 117,526 Value ($000) $9,924 Avg Close — Range —
Q4 2023
Shares 118,792 Value ($000) $8,921 Avg Close — Range —
Q3 2023
Shares 119,681 Value ($000) $8,189 Avg Close — Range —
Q2 2023
Shares 119,687 Value ($000) $8,436 Avg Close — Range —
Q1 2023
Shares 118,455 Value ($000) $7,568 Avg Close — Range —
Q4 2022
Shares 118,206 Value ($000) $6,915 Avg Close — Range —
Q3 2022
Shares 118,590 Value ($000) $6,860 Avg Close — Range —
Q2 2022
Shares 120,731 Value ($000) $7,286 Avg Close — Range —
Q1 2022
Shares 121,614 Value ($000) $9,289 Avg Close — Range —
Q4 2021
Shares 124,514 Value ($000) $10,418 Avg Close — Range —
Q3 2021
Shares 126,403 Value ($000) $9,342 Avg Close — Range —
Q2 2021
Shares 128,228 Value ($000) $9,326 Avg Close — Range —
Q1 2021
Shares 135,854 Value ($000) $8,845 Avg Close — Range —
Q4 2020
Shares 141,394 Value ($000) $9,024 Avg Close — Range —
Q3 2020
Shares 37,000 Value ($000) $8,550 Avg Close — Range —
Q2 2020
Shares 37,380 Value ($000) $7,756 Avg Close — Range —
Q1 2020
Shares 37,657 Value ($000) $6,215 Avg Close — Range —
Q4 2019
Shares 38,669 Value ($000) $7,488 Avg Close — Range —
Q3 2019
Shares 41,548 Value ($000) $7,479 Avg Close — Range —
Q2 2019
Shares 48,905 Value ($000) $8,767 Avg Close — Range —
Q1 2019
Shares 50,480 Value ($000) $8,702 Avg Close — Range —
Q4 2018
Shares 53,567 Value ($000) $8,075 Avg Close — Range —
Q3 2018
Shares 54,999 Value ($000) $9,745 Avg Close — Range —
Q2 2018
Shares 57,090 Value ($000) $9,281 Avg Close — Range —
Q1 2018
Shares 57,736 Value ($000) $8,960 Avg Close — Range —
Q4 2017
Shares 59,552 Value ($000) $9,099 Avg Close — Range —
Q3 2017
Shares 54,727 Value ($000) $7,850 Avg Close — Range —
Q2 2017
Shares 39,476 Value ($000) $5,403 Avg Close — Range —
Q1 2017
Shares 20,023 Value ($000) $2,633,000 Avg Close — Range —
Q4 2016
Shares 3,031 Value ($000) $369 Avg Close — Range —