ISHARES TR

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

Evanson Asset Management, LLC's Holding History (CIK: 0001626379)

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

Q4 2025
Shares 21,423 Value ($000) $2,641 Avg Close — Range —
Q3 2025
Shares 21,351 Value ($000) $2,577 Avg Close — Range —
Q2 2025
Shares 21,447 Value ($000) $2,361 Avg Close — Range —
Q1 2025
Shares 21,462 Value ($000) $1,992 Avg Close — Range —
Q4 2024
Shares 28,037 Value ($000) $2,847 Avg Close — Range —
Q3 2024
Shares 28,036 Value ($000) $2,684 Avg Close — Range —
Q2 2024
Shares 28,035 Value ($000) $2,594 Avg Close — Range —
Q1 2024
Shares 28,034 Value ($000) $2,367 Avg Close — Range —
Q4 2023
Shares 28,033 Value ($000) $2,105 Avg Close — Range —
Q3 2023
Shares 28,027 Value ($000) $1,918 Avg Close — Range —
Q2 2023
Shares 28,027 Value ($000) $1,975 Avg Close — Range —
Q1 2023
Shares 30,059 Value ($000) $1,920 Avg Close — Range —
Q4 2022
Shares 30,050 Value ($000) $1,758 Avg Close — Range —
Q3 2022
Shares 30,035 Value ($000) $1,738 Avg Close — Range —
Q2 2022
Shares 30,035 Value ($000) $1,813 Avg Close — Range —
Q1 2022
Shares 30,030 Value ($000) $2,294 Avg Close — Range —
Q4 2021
Shares 30,025 Value ($000) $2,512 Avg Close — Range —
Q3 2021
Shares 31,183 Value ($000) $2,270 Avg Close — Range —
Q2 2021
Shares 31,337 Value ($000) $2,279 Avg Close — Range —
Q1 2021
Shares 31,316 Value ($000) $2,039 Avg Close — Range —
Q4 2020
Shares 31,316 Value ($000) $1,999 Avg Close — Range —
Q3 2020
Shares 6,312 Value ($000) $1,459 Avg Close — Range —
Q2 2020
Shares 6,311 Value ($000) $1,309 Avg Close — Range —
Q1 2020
Shares 6,277 Value ($000) $1,036 Avg Close — Range —
Q4 2019
Shares 6,277 Value ($000) $1,216 Avg Close — Range —
Q3 2019
Shares 6,273 Value ($000) $1,129 Avg Close — Range —
Q2 2019
Shares 6,273 Value ($000) $1,124 Avg Close — Range —
Q1 2019
Shares 6,271 Value ($000) $1,081 Avg Close — Range —
Q4 2018
Shares 6,269 Value ($000) $945 Avg Close — Range —
Q3 2018
Shares 6,266 Value ($000) $1,110 Avg Close — Range —
Q2 2018
Shares 6,265 Value ($000) $1,019 Avg Close — Range —
Q1 2018
Shares 4,551 Value ($000) $706 Avg Close — Range —
Q4 2017
Shares 4,550 Value ($000) $695 Avg Close — Range —
Q3 2017
Shares 4,547 Value ($000) $652 Avg Close — Range —