ISHARES TR

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

FINANCIAL LIFE ADVISORS's Holding History (CIK: 0001730813)

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

Q4 2025
Shares 355,656 Value ($000) $43,838 Avg Close — Range —
Q3 2025
Shares 370,887 Value ($000) $44,773 Avg Close — Range —
Q2 2025
Shares 389,746 Value ($000) $42,911 Avg Close — Range —
Q1 2025
Shares 393,379 Value ($000) $36,517 Avg Close — Range —
Q4 2024
Shares 392,972 Value ($000) $39,898 Avg Close — Range —
Q3 2024
Shares 378,328 Value ($000) $36,225 Avg Close — Range —
Q2 2024
Shares 361,943 Value ($000) $33,494 Avg Close — Range —
Q1 2024
Shares 395,968 Value ($000) $33,436 Avg Close — Range —
Q4 2023
Shares 409,415 Value ($000) $30,747 Avg Close — Range —
Q3 2023
Shares 443,157 Value ($000) $30,321 Avg Close — Range —
Q2 2023
Shares 427,961 Value ($000) $30,163 Avg Close — Range —
Q1 2023
Shares 381,879 Value ($000) $24,398 Avg Close — Range —
Q4 2022
Shares 368,647 Value ($000) $21,566 Avg Close — Range —
Q3 2022
Shares 247,583 Value ($000) $14,323 Avg Close — Range —
Q2 2022
Shares 223,593 Value ($000) $13,494 Avg Close — Range —
Q1 2022
Shares 233,220 Value ($000) $17,813 Avg Close — Range —
Q4 2021
Shares 237,632 Value ($000) $19,883 Avg Close — Range —
Q3 2021
Shares 239,138 Value ($000) $17,675 Avg Close — Range —
Q2 2021
Shares 237,437 Value ($000) $17,269 Avg Close — Range —
Q1 2021
Shares 234,245 Value ($000) $15,252 Avg Close — Range —
Q4 2020
Shares 229,897 Value ($000) $14,672 Avg Close — Range —
Q3 2020
Shares 59,712 Value ($000) $13,798 Avg Close — Range —
Q2 2020
Shares 60,215 Value ($000) $12,497 Avg Close — Range —
Q1 2020
Shares 62,454 Value ($000) $10,308 Avg Close — Range —
Q4 2019
Shares 68,605 Value ($000) $13,286 Avg Close — Range —
Q3 2019
Shares 70,113 Value ($000) $12,622 Avg Close — Range —
Q2 2019
Shares 67,468 Value ($000) $12,093 Avg Close — Range —
Q1 2019
Shares 66,081 Value ($000) $11,390 Avg Close — Range —
Q4 2018
Shares 62,486 Value ($000) $9,415 Avg Close — Range —
Q3 2018
Shares 59,042 Value ($000) $10,460 Avg Close — Range —
Q2 2018
Shares 51,076 Value ($000) $8,305 Avg Close — Range —
Q1 2018
Shares 37,279 Value ($000) $5,641 Avg Close — Range —
Q4 2017
Shares 51,391 Value ($000) $7,851 Avg Close — Range —