ISHARES TR

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

Schneider Downs Wealth Management Advisors, LP's Holding History (CIK: 0001665359)

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

Q4 2025
Shares 25,616 Value ($000) $3,157 Avg Close Range
Q3 2025
Shares 25,980 Value ($000) $3,136 Avg Close Range
Q2 2025
Shares 26,076 Value ($000) $2,871 Avg Close Range
Q1 2025
Shares 19,470 Value ($000) $1,807 Avg Close Range
Q4 2024
Shares 18,590 Value ($000) $1,887 Avg Close Range
Q3 2024
Shares 18,590 Value ($000) $1,780 Avg Close Range
Q2 2024
Shares 18,590 Value ($000) $1,720 Avg Close Range
Q1 2024
Shares 18,590 Value ($000) $1,570 Avg Close Range
Q4 2023
Shares 18,590 Value ($000) $1,396 Avg Close Range
Q3 2023
Shares 18,590 Value ($000) $1,272 Avg Close Range
Q2 2023
Shares 18,590 Value ($000) $1,310 Avg Close Range
Q1 2023
Shares 18,590 Value ($000) $1,188 Avg Close Range
Q4 2022
Shares 18,590 Value ($000) $1,088 Avg Close Range
Q3 2022
Shares 18,309 Value ($000) $1,059 Avg Close Range
Q2 2022
Shares 9,201 Value ($000) $555 Avg Close Range
Q1 2022
Shares 9,124 Value ($000) $697 Avg Close Range
Q4 2021
Shares 9,060 Value ($000) $758 Avg Close Range
Q3 2021
Shares 9,060 Value ($000) $670 Avg Close Range
Q2 2021
Shares 8,944 Value ($000) $650 Avg Close Range
Q1 2021
Shares 8,944 Value ($000) $582 Avg Close Range
Q4 2020
Shares 8,944 Value ($000) $571 Avg Close Range
Q3 2020
Shares 2,236 Value ($000) $517 Avg Close Range
Q2 2020
Shares 2,236 Value ($000) $464 Avg Close Range
Q1 2020
Shares 2,236 Value ($000) $369 Avg Close Range
Q4 2019
Shares 1,176 Value ($000) $228 Avg Close Range
Q3 2019
Shares 1,176 Value ($000) $212 Avg Close Range
Q2 2019
Shares 1,176 Value ($000) $211 Avg Close Range
Q1 2019
Shares 2,076 Value ($000) $358 Avg Close Range
Q4 2018
Shares 1,438 Value ($000) $217 Avg Close Range