ISHARES TR

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

Sowell Financial Services LLC's Holding History (CIK: 0001633697)

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

Q4 2025
Shares 46,780 Value ($000) $5,766 Avg Close Range
Q3 2025
Shares 46,323 Value ($000) $5,592 Avg Close Range
Q2 2025
Shares 46,438 Value ($000) $5,113 Avg Close Range
Q1 2025
Shares 46,275 Value ($000) $4,296 Avg Close Range
Q4 2024
Shares 45,117 Value ($000) $4,581 Avg Close Range
Q3 2024
Shares 40,379 Value ($000) $3,866 Avg Close Range
Q2 2024
Shares 43,964 Value ($000) $4,068 Avg Close Range
Q1 2024
Shares 40,423 Value ($000) $3,413 Avg Close Range
Q4 2023
Shares 35,919 Value ($000) $2,698 Avg Close Range
Q3 2023
Shares 37,383 Value ($000) $2,566 Avg Close Range
Q2 2023
Shares 24,287 Value ($000) $1,712 Avg Close Range
Q1 2023
Shares 19,714 Value ($000) $1 Avg Close Range
Q4 2022
Shares 19,457 Value ($000) $1 Avg Close Range
Q3 2022
Shares 17,193 Value ($000) $995 Avg Close Range
Q4 2021
Shares 17,404 Value ($000) $1,456 Avg Close Range
Q3 2021
Shares 20,808 Value ($000) $1,538 Avg Close Range
Q1 2021
Shares 14,786 Value ($000) $1,018 Avg Close Range
Q4 2020
Shares 13,684 Value ($000) $873 Avg Close Range
Q3 2020
Shares 9,315 Value ($000) $2,153 Avg Close Range
Q2 2020
Shares 9,545 Value ($000) $1,981 Avg Close Range
Q1 2020
Shares 4,161 Value ($000) $687 Avg Close Range
Q4 2019
Shares 9,876 Value ($000) $1,912 Avg Close Range
Q3 2019
Shares 11,647 Value ($000) $2,097 Avg Close Range
Q1 2019
Shares 11,314 Value ($000) $1,950 Avg Close Range
Q4 2018
Shares 8,358 Value ($000) $1,259 Avg Close Range
Q2 2018
Shares 29,661 Value ($000) $5,055 Avg Close Range
Q1 2018
Shares 34,119 Value ($000) $5,311 Avg Close Range
Q4 2017
Shares 34,686 Value ($000) $5,596 Avg Close Range
Q3 2017
Shares 34,772 Value ($000) $5,152 Avg Close Range
Q2 2017
Shares 36,430 Value ($000) $5,135 Avg Close Range
Q1 2017
Shares 34,326 Value ($000) $4,694 Avg Close Range
Q4 2016
Shares 85,918 Value ($000) $17,107 Avg Close Range