ISHARES TR

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

Pinnacle Family Advisors, LLC's Holding History (CIK: 0001679064)

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

Q4 2025
Shares 6,226 Value ($000) $767 Avg Close Range
Q3 2025
Shares 6,512 Value ($000) $786 Avg Close Range
Q2 2025
Shares 6,181 Value ($000) $681 Avg Close Range
Q1 2025
Shares 37,230 Value ($000) $3,456 Avg Close Range
Q4 2024
Shares 36,974 Value ($000) $3,754 Avg Close Range
Q3 2024
Shares 39,371 Value ($000) $3,770 Avg Close Range
Q2 2024
Shares 4,691 Value ($000) $434 Avg Close Range
Q4 2023
Shares 56,158 Value ($000) $4,217 Avg Close Range
Q3 2023
Shares 47,389 Value ($000) $3,242 Avg Close Range
Q2 2023
Shares 59,308 Value ($000) $4,180 Avg Close Range
Q1 2023
Shares 64,876 Value ($000) $4,145 Avg Close Range
Q1 2022
Shares 5,186 Value ($000) $396 Avg Close Range
Q4 2021
Shares 147,347 Value ($000) $12,328 Avg Close Range
Q3 2021
Shares 177,042 Value ($000) $13,085 Avg Close Range
Q2 2021
Shares 7,969 Value ($000) $580 Avg Close Range
Q1 2021
Shares 8,109 Value ($000) $528 Avg Close Range
Q4 2020
Shares 40,768 Value ($000) $2,602 Avg Close Range
Q3 2020
Shares 31,893 Value ($000) $7,370 Avg Close Range
Q2 2020
Shares 22,941 Value ($000) $4,760 Avg Close Range
Q1 2020
Shares 28,432 Value ($000) $4,703 Avg Close Range
Q4 2019
Shares 30,668 Value ($000) $5,938 Avg Close Range
Q3 2019
Shares 41,924 Value ($000) $7,548 Avg Close Range
Q2 2019
Shares 44,998 Value ($000) $8,065 Avg Close Range
Q1 2019
Shares 26,853 Value ($000) $4,628 Avg Close Range
Q4 2018
Shares 91,920 Value ($000) $13,850 Avg Close Range
Q3 2018
Shares 105,817 Value ($000) $18,748 Avg Close Range
Q2 2018
Shares 63,203 Value ($000) $10,281 Avg Close Range
Q1 2018
Shares 6,628 Value ($000) $1,028 Avg Close Range
Q4 2017
Shares 41,821 Value ($000) $6,389 Avg Close Range
Q3 2017
Shares 101,435 Value ($000) $14,548 Avg Close Range
Q2 2017
Shares 44,517 Value ($000) $6,092 Avg Close Range