ISHARES TR

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

Pinnacle Wealth Planning Services, Inc.'s Holding History (CIK: 0001726752)

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

Q4 2025
Shares 2,772 Value ($000) $342 Avg Close Range
Q3 2025
Shares 3,185 Value ($000) $384 Avg Close Range
Q2 2025
Shares 3,185 Value ($000) $351 Avg Close Range
Q1 2025
Shares 3,277 Value ($000) $304 Avg Close Range
Q4 2024
Shares 6,631 Value ($000) $673 Avg Close Range
Q3 2024
Shares 3,465 Value ($000) $332 Avg Close Range
Q2 2024
Shares 4,505 Value ($000) $417 Avg Close Range
Q1 2024
Shares 3,893 Value ($000) $329 Avg Close Range
Q4 2023
Shares 3,473 Value ($000) $261 Avg Close Range
Q3 2023
Shares 5,185 Value ($000) $355 Avg Close Range
Q2 2023
Shares 5,156 Value ($000) $363 Avg Close Range
Q1 2023
Shares 3,356 Value ($000) $214 Avg Close Range
Q4 2022
Shares 10,108 Value ($000) $591 Avg Close Range
Q3 2022
Shares 8,653 Value ($000) $500 Avg Close Range
Q2 2022
Shares 15,787 Value ($000) $953 Avg Close Range
Q1 2022
Shares 23,713 Value ($000) $1,811 Avg Close Range
Q4 2021
Shares 10,176 Value ($000) $851 Avg Close Range
Q3 2021
Shares 8,351 Value ($000) $617 Avg Close Range
Q2 2021
Shares 3,459 Value ($000) $251 Avg Close Range
Q1 2021
Shares 3,356 Value ($000) $219 Avg Close Range
Q4 2020
Shares 5,621 Value ($000) $359 Avg Close Range
Q3 2020
Shares 893 Value ($000) $206 Avg Close Range
Q2 2020
Shares 1,548 Value ($000) $321 Avg Close Range
Q4 2019
Shares 1,049 Value ($000) $203 Avg Close Range
Q3 2019
Shares 4,714 Value ($000) $848 Avg Close Range
Q2 2019
Shares 1,525 Value ($000) $274 Avg Close Range
Q1 2019
Shares 2,552 Value ($000) $440 Avg Close Range
Q4 2018
Shares 23,804 Value ($000) $3,586 Avg Close Range
Q3 2018
Shares 2,500 Value ($000) $443 Avg Close Range
Q2 2018
Shares 5,608 Value ($000) $912 Avg Close Range
Q1 2018
Shares 4,986 Value ($000) $773 Avg Close Range
Q4 2017
Shares 1,115 Value ($000) $170 Avg Close Range