ISHARES TR

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

Mutual Advisors, LLC's Holding History (CIK: 0001694080)

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

Q4 2025
Shares 136,417 Value ($000) $16,815 Avg Close Range
Q3 2025
Shares 138,992 Value ($000) $16,881 Avg Close Range
Q2 2025
Shares 137,853 Value ($000) $15,696 Avg Close Range
Q1 2025
Shares 129,438 Value ($000) $12,181 Avg Close Range
Q4 2024
Shares 141,418 Value ($000) $14,495 Avg Close Range
Q3 2024
Shares 138,156 Value ($000) $13,411 Avg Close Range
Q2 2024
Shares 130,329 Value ($000) $11,735 Avg Close Range
Q1 2024
Shares 119,812 Value ($000) $10,117 Avg Close Range
Q4 2023
Shares 115,514 Value ($000) $8,675 Avg Close Range
Q3 2023
Shares 109,749 Value ($000) $7,509 Avg Close Range
Q2 2023
Shares 105,685 Value ($000) $7,449 Avg Close Range
Q1 2023
Shares 149,915 Value ($000) $9,578 Avg Close Range
Q4 2022
Shares 97,749 Value ($000) $5,718 Avg Close Range
Q3 2022
Shares 91,441 Value ($000) $5,290 Avg Close Range
Q2 2022
Shares 91,507 Value ($000) $5,522 Avg Close Range
Q1 2022
Shares 101,678 Value ($000) $7,766 Avg Close Range
Q4 2021
Shares 200,597 Value ($000) $16,784 Avg Close Range
Q3 2021
Shares 101,761 Value ($000) $7,521 Avg Close Range
Q2 2021
Shares 99,751 Value ($000) $7,255 Avg Close Range
Q1 2021
Shares 97,547 Value ($000) $6,351 Avg Close Range
Q4 2020
Shares 172,620 Value ($000) $11,017 Avg Close Range
Q3 2020
Shares 48,778 Value ($000) $11,272 Avg Close Range
Q2 2020
Shares 58,441 Value ($000) $12,126 Avg Close Range
Q1 2020
Shares 33,582 Value ($000) $5,543 Avg Close Range
Q4 2019
Shares 45,153 Value ($000) $8,743 Avg Close Range
Q3 2019
Shares 47,021 Value ($000) $8,465 Avg Close Range
Q2 2019
Shares 44,853 Value ($000) $8,039 Avg Close Range
Q1 2019
Shares 43,726 Value ($000) $7,537 Avg Close Range
Q4 2018
Shares 44,154 Value ($000) $6,653 Avg Close Range
Q3 2018
Shares 53,173 Value ($000) $9,421 Avg Close Range
Q2 2018
Shares 45,740 Value ($000) $7,438 Avg Close Range
Q1 2018
Shares 37,947 Value ($000) $5,884 Avg Close Range
Q4 2017
Shares 35,686 Value ($000) $5,452 Avg Close Range