ISHARES TR

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Holding History (CIK: 0001632972)

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

Q4 2025
Shares 598,634 Value ($000) $74,506 Avg Close — Range —
Q3 2025
Shares 615,149 Value ($000) $74,421 Avg Close — Range —
Q2 2025
Shares 615,606 Value ($000) $68,209 Avg Close — Range —
Q1 2025
Shares 606,701 Value ($000) $56,320 Avg Close — Range —
Q4 2024
Shares 596,523 Value ($000) $60,565 Avg Close — Range —
Q3 2024
Shares 537,790 Value ($000) $51,493 Avg Close — Range —
Q2 2024
Shares 540,980 Value ($000) $50,062 Avg Close — Range —
Q1 2024
Shares 528,291 Value ($000) $44,609 Avg Close — Range —
Q4 2023
Shares 527,981 Value ($000) $39,651 Avg Close — Range —
Q3 2023
Shares 544,010 Value ($000) $37,221 Avg Close — Range —
Q2 2023
Shares 41,769 Value ($000) $2,944 Avg Close — Range —
Q1 2023
Shares 47,038 Value ($000) $3,005 Avg Close — Range —
Q4 2022
Shares 24,594 Value ($000) $1,498 Avg Close — Range —
Q3 2022
Shares 23,707 Value ($000) $1,383 Avg Close — Range —
Q2 2022
Shares 23,495 Value ($000) $1,490 Avg Close — Range —
Q1 2022
Shares 25,038 Value ($000) $1,948 Avg Close — Range —
Q4 2021
Shares 21,969 Value ($000) $1,671 Avg Close — Range —
Q3 2021
Shares 21,189 Value ($000) $1,674 Avg Close — Range —
Q2 2021
Shares 16,107 Value ($000) $1,202 Avg Close — Range —
Q1 2021
Shares 14,431 Value ($000) $972 Avg Close — Range —
Q4 2020
Shares 9,387 Value ($000) $592 Avg Close — Range —
Q3 2020
Shares 2,067 Value ($000) $505 Avg Close — Range —
Q2 2020
Shares 1,654 Value ($000) $366 Avg Close — Range —
Q1 2020
Shares 1,526 Value ($000) $279 Avg Close — Range —
Q4 2019
Shares 1,781 Value ($000) $347 Avg Close — Range —