ISHARES TR

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

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025
Shares 6,594 Value ($000) $813 Avg Close Range
Q3 2025
Shares 3,816 Value ($000) $461 Avg Close Range
Q2 2025
Shares 3,999 Value ($000) $440 Avg Close Range
Q4 2024
Shares 129,011 Value ($000) $13,099 Avg Close Range
Q4 2020
Shares 3,992 Value ($000) $255 Avg Close Range
Q3 2020
Shares 3,812 Value ($000) $215 Avg Close Range
Q2 2020
Shares 1,625 Value ($000) $366 Avg Close Range
Q4 2019
Shares 73,062 Value ($000) $14,148 Avg Close Range
Q1 2017
Shares 59,797 Value ($000) $7,847 Avg Close Range