ISHARES TR

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

MONEYWISE, INC.'s Holding History (CIK: 0001703080)

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

Q4 2025
Shares 8,907 Value ($000) $1,098 Avg Close — Range —
Q3 2025
Shares 9,094 Value ($000) $1,098 Avg Close — Range —
Q2 2025
Shares 9,002 Value ($000) $991 Avg Close — Range —
Q1 2025
Shares 71,508 Value ($000) $6,638 Avg Close — Range —
Q4 2024
Shares 68,273 Value ($000) $6,932 Avg Close — Range —
Q3 2024
Shares 61,619 Value ($000) $5,900 Avg Close — Range —
Q2 2024
Shares 41,300 Value ($000) $3,822 Avg Close — Range —
Q1 2024
Shares 26,247 Value ($000) $2,216 Avg Close — Range —
Q4 2023
Shares 10,946 Value ($000) $822 Avg Close — Range —
Q3 2023
Shares 6,402 Value ($000) $438 Avg Close — Range —
Q2 2023
Shares 5,684 Value ($000) $401 Avg Close — Range —
Q1 2023
Shares 5,664 Value ($000) $362 Avg Close — Range —
Q4 2022
Shares 5,649 Value ($000) $330 Avg Close — Range —
Q3 2022
Shares 5,638 Value ($000) $326 Avg Close — Range —
Q2 2022
Shares 5,625 Value ($000) $339 Avg Close — Range —
Q1 2022
Shares 5,617 Value ($000) $429 Avg Close — Range —
Q4 2021
Shares 5,608 Value ($000) $469 Avg Close — Range —
Q3 2021
Shares 5,603 Value ($000) $414 Avg Close — Range —
Q2 2021
Shares 5,674 Value ($000) $413 Avg Close — Range —
Q1 2021
Shares 5,668 Value ($000) $369 Avg Close — Range —
Q4 2020
Shares 5,661 Value ($000) $361 Avg Close — Range —
Q3 2020
Shares 1,412 Value ($000) $326 Avg Close — Range —
Q2 2020
Shares 1,409 Value ($000) $292 Avg Close — Range —
Q1 2020
Shares 1,407 Value ($000) $232 Avg Close — Range —
Q4 2019
Shares 1,403 Value ($000) $253 Avg Close — Range —
Q3 2019
Shares 1,481 Value ($000) $267 Avg Close — Range —
Q2 2019
Shares 1,477 Value ($000) $265 Avg Close — Range —
Q1 2019
Shares 1,429 Value ($000) $222 Avg Close — Range —
Q4 2018
Shares 1,468 Value ($000) $221 Avg Close — Range —
Q3 2018
Shares 1,461 Value ($000) $259 Avg Close — Range —
Q2 2018
Shares 1,457 Value ($000) $237 Avg Close — Range —
Q1 2018
Shares 1,429 Value ($000) $222 Avg Close — Range —
Q4 2017
Shares 1,526 Value ($000) $233 Avg Close — Range —
Q3 2017
Shares 1,522 Value ($000) $218 Avg Close — Range —
Q2 2017
Shares 1,517 Value ($000) $208 Avg Close — Range —
Q1 2017
Shares 1,588 Value ($000) $209 Avg Close — Range —