ISHARES TR

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

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q4 2025
Shares 7,048 Value ($000) $869 Avg Close Range
Q3 2025
Shares 4,370 Value ($000) $528 Avg Close Range
Q2 2025
Shares 4,370 Value ($000) $481 Avg Close Range
Q1 2025
Shares 4,131 Value ($000) $383 Avg Close Range
Q3 2024
Shares 4,692 Value ($000) $449 Avg Close Range
Q2 2024
Shares 7,457 Value ($000) $690 Avg Close Range
Q1 2024
Shares 7,856 Value ($000) $663 Avg Close Range
Q4 2023
Shares 8,184 Value ($000) $615 Avg Close Range
Q3 2023
Shares 8,678 Value ($000) $612 Avg Close Range
Q2 2023
Shares 8,678 Value ($000) $612 Avg Close Range
Q1 2023
Shares 8,676 Value ($000) $554 Avg Close Range
Q4 2022
Shares 47 Value ($000) $2 Avg Close Range
Q3 2022
Shares 8,685 Value ($000) $502 Avg Close Range
Q2 2022
Shares 8,685 Value ($000) $524 Avg Close Range
Q1 2022
Shares 8,885 Value ($000) $679 Avg Close Range
Q4 2021
Shares 9,061 Value ($000) $748 Avg Close Range
Q3 2021
Shares 9,199 Value ($000) $680 Avg Close Range
Q2 2021
Shares 9,541 Value ($000) $695 Avg Close Range
Q1 2021
Shares 12,079 Value ($000) $786 Avg Close Range
Q4 2020
Shares 12,536 Value ($000) $800 Avg Close Range
Q3 2020
Shares 2,607 Value ($000) $602 Avg Close Range
Q2 2020
Shares 2,669 Value ($000) $554 Avg Close Range
Q1 2020
Shares 2,857 Value ($000) $471 Avg Close Range
Q4 2019
Shares 2,857 Value ($000) $553 Avg Close Range