ISHARES TR

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

Moisand Fitzgerald Tamayo, LLC's Holding History (CIK: 0001649107)

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

Q4 2025
Shares 3,673 Value ($000) $453 Avg Close — Range —
Q3 2025
Shares 3,673 Value ($000) $443 Avg Close — Range —
Q2 2025
Shares 3,689 Value ($000) $406 Avg Close — Range —
Q1 2025
Shares 3,689 Value ($000) $342 Avg Close — Range —
Q4 2024
Shares 3,553 Value ($000) $361 Avg Close — Range —
Q3 2024
Shares 3,553 Value ($000) $340 Avg Close — Range —
Q2 2024
Shares 3,553 Value ($000) $329 Avg Close — Range —
Q1 2024
Shares 3,565 Value ($000) $301 Avg Close — Range —
Q4 2023
Shares 3,676 Value ($000) $276 Avg Close — Range —
Q3 2023
Shares 3,592 Value ($000) $246 Avg Close — Range —
Q2 2023
Shares 3,592 Value ($000) $253 Avg Close — Range —
Q1 2023
Shares 3,621 Value ($000) $231 Avg Close — Range —
Q4 2022
Shares 3,622 Value ($000) $212 Avg Close — Range —
Q3 2022
Shares 3,842 Value ($000) $222 Avg Close — Range —
Q2 2022
Shares 3,656 Value ($000) $221 Avg Close — Range —
Q1 2022
Shares 788 Value ($000) $60 Avg Close — Range —
Q4 2021
Shares 3,656 Value ($000) $306 Avg Close — Range —
Q3 2021
Shares 3,684 Value ($000) $272 Avg Close — Range —
Q2 2021
Shares 3,684 Value ($000) $268 Avg Close — Range —
Q1 2021
Shares 3,684 Value ($000) $240 Avg Close — Range —
Q4 2020
Shares 3,684 Value ($000) $235 Avg Close — Range —
Q3 2020
Shares 921 Value ($000) $213 Avg Close — Range —
Q2 2020
Shares 968 Value ($000) $201 Avg Close — Range —
Q1 2020
Shares 968 Value ($000) $160 Avg Close — Range —
Q4 2019
Shares 991 Value ($000) $192 Avg Close — Range —
Q3 2019
Shares 991 Value ($000) $178 Avg Close — Range —
Q2 2019
Shares 1,003 Value ($000) $180 Avg Close — Range —
Q1 2019
Shares 1,025 Value ($000) $177 Avg Close — Range —
Q4 2018
Shares 1,025 Value ($000) $154 Avg Close — Range —
Q3 2018
Shares 1,038 Value ($000) $184 Avg Close — Range —
Q2 2018
Shares 1,038 Value ($000) $169 Avg Close — Range —
Q1 2018
Shares 1,038 Value ($000) $161 Avg Close — Range —
Q4 2017
Shares 1,218 Value ($000) $186 Avg Close — Range —
Q3 2017
Shares 1,218 Value ($000) $175 Avg Close — Range —
Q1 2016
Shares 1,323 Value ($000) $153 Avg Close — Range —
Q4 2015
Shares 1,323 Value ($000) $153 Avg Close — Range —