ISHARES TR

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

Aptus Capital Advisors, LLC's Holding History (CIK: 0001664193)

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

Q4 2025
Shares 50,910 Value ($000) $6,275 Avg Close — Range —
Q3 2025
Shares 49,610 Value ($000) $5,989 Avg Close — Range —
Q2 2025
Shares 51,858 Value ($000) $5,710 Avg Close — Range —
Q1 2025
Shares 53,598 Value ($000) $4,976 Avg Close — Range —
Q4 2024
Shares 51,074 Value ($000) $5,186 Avg Close — Range —
Q3 2024
Shares 46,185 Value ($000) $4,422 Avg Close — Range —
Q2 2024
Shares 44,130 Value ($000) $4,084 Avg Close — Range —
Q1 2024
Shares 50,335 Value ($000) $4,250 Avg Close — Range —
Q4 2023
Shares 1,453 Value ($000) $109 Avg Close — Range —
Q3 2023
Shares 17,165 Value ($000) $1,174 Avg Close — Range —
Q2 2023
Shares 4,722 Value ($000) $333 Avg Close — Range —
Q1 2023
Shares 4,718 Value ($000) $301 Avg Close — Range —
Q4 2021
Shares 16 Value ($000) $1 Avg Close — Range —
Q3 2021
Shares 16 Value ($000) $1 Avg Close — Range —
Q4 2020
Shares 53 Value ($000) $3 Avg Close — Range —
Q3 2020
Shares 14 Value ($000) $3 Avg Close — Range —
Q2 2020
Shares 27 Value ($000) $5 Avg Close — Range —
Q1 2020
Shares 72 Value ($000) $11 Avg Close — Range —
Q4 2019
Shares 81 Value ($000) $15 Avg Close — Range —
Q3 2019
Shares 35 Value ($000) $6 Avg Close — Range —