ISHARES TR

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

Wealthquest Corp's Holding History (CIK: 0001632968)

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

Q4 2025
Shares 5,931 Value ($000) $731 Avg Close Range
Q2 2025
Shares 7,652 Value ($000) $842 Avg Close Range
Q1 2025
Shares 4,994 Value ($000) $464 Avg Close Range
Q4 2024
Shares 5,028 Value ($000) $510 Avg Close Range
Q3 2024
Shares 5,119 Value ($000) $483 Avg Close Range
Q2 2024
Shares 5,119 Value ($000) $474 Avg Close Range
Q1 2024
Shares 5,119 Value ($000) $432 Avg Close Range
Q4 2023
Shares 5,566 Value ($000) $418 Avg Close Range
Q3 2023
Shares 5,567 Value ($000) $381 Avg Close Range
Q2 2023
Shares 5,120 Value ($000) $361 Avg Close Range
Q1 2023
Shares 5,120 Value ($000) $327 Avg Close Range
Q4 2022
Shares 5,120 Value ($000) $300 Avg Close Range
Q3 2022
Shares 5,120 Value ($000) $296 Avg Close Range
Q2 2022
Shares 5,120 Value ($000) $308 Avg Close Range
Q1 2022
Shares 5,120 Value ($000) $428 Avg Close Range
Q4 2021
Shares 5,120 Value ($000) $428 Avg Close Range
Q3 2021
Shares 5,120 Value ($000) $378 Avg Close Range
Q2 2021
Shares 5,793 Value ($000) $421 Avg Close Range
Q1 2021
Shares 7,148 Value ($000) $465 Avg Close Range
Q4 2020
Shares 7,548 Value ($000) $481 Avg Close Range
Q3 2020
Shares 2,002 Value ($000) $462 Avg Close Range
Q2 2020
Shares 2,002 Value ($000) $415 Avg Close Range
Q4 2019
Shares 6,295 Value ($000) $1,218 Avg Close Range
Q3 2019
Shares 6,077 Value ($000) $1,094 Avg Close Range
Q2 2019
Shares 5,842 Value ($000) $1,047 Avg Close Range
Q1 2019
Shares 5,858 Value ($000) $1,009 Avg Close Range
Q4 2018
Shares 5,577 Value ($000) $840 Avg Close Range