ISHARES TR

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

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q3 2024
Shares 13,691 Value ($000) $1,311 Avg Close — Range —
Q2 2024
Shares 12,954 Value ($000) $1,199 Avg Close — Range —
Q1 2024
Shares 10,092 Value ($000) $852 Avg Close — Range —
Q4 2023
Shares 9,905 Value ($000) $744 Avg Close — Range —
Q3 2023
Shares 8,581 Value ($000) $587 Avg Close — Range —
Q2 2023
Shares 7,886 Value ($000) $556 Avg Close — Range —
Q1 2023
Shares 7,999 Value ($000) $511 Avg Close — Range —
Q4 2022
Shares 7,294 Value ($000) $458 Avg Close — Range —
Q3 2022
Shares 11,126 Value ($000) $644 Avg Close — Range —
Q2 2022
Shares 11,214 Value ($000) $677 Avg Close — Range —
Q1 2022
Shares 12,312 Value ($000) $940 Avg Close — Range —
Q4 2021
Shares 17,690 Value ($000) $1,480 Avg Close — Range —
Q3 2021
Shares 18,960 Value ($000) $1,401 Avg Close — Range —
Q2 2021
Shares 20,307 Value ($000) $1,477 Avg Close — Range —
Q1 2021
Shares 20,794 Value ($000) $1,354 Avg Close — Range —
Q4 2020
Shares 22,019 Value ($000) $1,405 Avg Close — Range —
Q3 2020
Shares 5,271 Value ($000) $1 Avg Close — Range —
Q2 2020
Shares 5,736 Value ($000) $1,190 Avg Close — Range —
Q1 2020
Shares 8,371 Value ($000) $1,382 Avg Close — Range —
Q4 2019
Shares 6,756 Value ($000) $1,308 Avg Close — Range —
Q3 2019
Shares 6,400 Value ($000) $1,146 Avg Close — Range —