ISHARES TR

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

Patriot Financial Group Insurance Agency, LLC's Holding History (CIK: 0001694883)

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

Q4 2025
Shares 57,292 Value ($000) $7,062 Avg Close — Range —
Q3 2025
Shares 50,714 Value ($000) $6,122 Avg Close — Range —
Q2 2025
Shares 67,030 Value ($000) $7,380 Avg Close — Range —
Q1 2025
Shares 69,457 Value ($000) $6,448 Avg Close — Range —
Q4 2024
Shares 75,848 Value ($000) $7,701 Avg Close — Range —
Q3 2024
Shares 74,451 Value ($000) $7,129 Avg Close — Range —
Q2 2024
Shares 59,298 Value ($000) $5,487 Avg Close — Range —
Q1 2024
Shares 44,677 Value ($000) $3,773 Avg Close — Range —
Q4 2023
Shares 4,394 Value ($000) $330 Avg Close — Range —
Q3 2023
Shares 3,314 Value ($000) $227 Avg Close — Range —
Q2 2023
Shares 18,262 Value ($000) $1,287 Avg Close — Range —
Q1 2023
Shares 19,457 Value ($000) $1,243 Avg Close — Range —
Q4 2022
Shares 19,332 Value ($000) $1,131 Avg Close — Range —
Q3 2022
Shares 32,754 Value ($000) $1,895 Avg Close — Range —
Q2 2022
Shares 85,320 Value ($000) $5,149 Avg Close — Range —
Q1 2022
Shares 84,011 Value ($000) $6,417 Avg Close — Range —
Q4 2021
Shares 85,070 Value ($000) $7,118 Avg Close — Range —
Q3 2021
Shares 89,189 Value ($000) $6,592 Avg Close — Range —
Q2 2021
Shares 88,449 Value ($000) $6,433 Avg Close — Range —
Q1 2021
Shares 80 Value ($000) $5 Avg Close — Range —
Q4 2020
Shares 80 Value ($000) $5 Avg Close — Range —
Q3 2020
Shares 20 Value ($000) $5 Avg Close — Range —
Q2 2020
Shares 20 Value ($000) $4 Avg Close — Range —
Q1 2020
Shares 20 Value ($000) $3 Avg Close — Range —
Q4 2019
Shares 179 Value ($000) $35 Avg Close — Range —
Q3 2019
Shares 177 Value ($000) $32 Avg Close — Range —
Q2 2019
Shares 297 Value ($000) $54 Avg Close — Range —
Q1 2019
Shares 589 Value ($000) $101 Avg Close — Range —
Q4 2018
Shares 156 Value ($000) $24 Avg Close — Range —
Q3 2018
Shares 20 Value ($000) $4 Avg Close — Range —
Q1 2018
Shares 4,688 Value ($000) $709 Avg Close — Range —
Q4 2017
Shares 4,814 Value ($000) $760 Avg Close — Range —
Q3 2017
Shares 5,574 Value ($000) $810 Avg Close — Range —
Q2 2017
Shares 4,823 Value ($000) $663 Avg Close — Range —
Q1 2017
Shares 4,164 Value ($000) $546 Avg Close — Range —
Q4 2016
Shares 5,031 Value ($000) $627 Avg Close — Range —