ISHARES TR

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

Belpointe Asset Management LLC's Holding History (CIK: 0001721242)

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

Q4 2025
Shares 61,496 Value ($000) $7,580 Avg Close Range
Q3 2025
Shares 62,457 Value ($000) $7,540 Avg Close Range
Q2 2025
Shares 59,691 Value ($000) $6,572 Avg Close Range
Q1 2025
Shares 60,669 Value ($000) $5,632 Avg Close Range
Q4 2024
Shares 101,351 Value ($000) $9,452 Avg Close Range
Q3 2024
Shares 100,806 Value ($000) $9,652 Avg Close Range
Q2 2024
Shares 104,080 Value ($000) $9,632 Avg Close Range
Q1 2024
Shares 94,742 Value ($000) $8,000 Avg Close Range
Q4 2023
Shares 50,745 Value ($000) $3,811 Avg Close Range
Q3 2023
Shares 51,466 Value ($000) $3,521 Avg Close Range
Q2 2023
Shares 52,840 Value ($000) $3,724 Avg Close Range
Q1 2023
Shares 51,587 Value ($000) $3,296 Avg Close Range
Q4 2022
Shares 51,365 Value ($000) $3,005 Avg Close Range
Q3 2022
Shares 57,842 Value ($000) $3,346 Avg Close Range
Q2 2022
Shares 57,562 Value ($000) $3,474 Avg Close Range
Q1 2022
Shares 46,189 Value ($000) $3,528 Avg Close Range
Q4 2021
Shares 67,620 Value ($000) $5,657 Avg Close Range
Q3 2021
Shares 59,508 Value ($000) $4,399 Avg Close Range
Q2 2021
Shares 41,117 Value ($000) $2,990 Avg Close Range
Q1 2021
Shares 40,900 Value ($000) $2,663 Avg Close Range
Q4 2020
Shares 62,532 Value ($000) $3,991 Avg Close Range
Q3 2020
Shares 11,644 Value ($000) $2,691 Avg Close Range
Q2 2020
Shares 11,386 Value ($000) $2,362 Avg Close Range
Q1 2020
Shares 11,111 Value ($000) $1,834 Avg Close Range
Q4 2019
Shares 15,365 Value ($000) $2,975 Avg Close Range
Q3 2019
Shares 15,128 Value ($000) $2,724 Avg Close Range
Q2 2019
Shares 14,745 Value ($000) $2,643 Avg Close Range
Q4 2018
Shares 13,301 Value ($000) $2,004 Avg Close Range
Q3 2018
Shares 13,781 Value ($000) $2,442 Avg Close Range
Q2 2018
Shares 2,163 Value ($000) $352 Avg Close Range
Q4 2017
Shares 1,502 Value ($000) $229 Avg Close Range
Q3 2017
Shares 1,454 Value ($000) $208 Avg Close Range