ISHARES TR

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

Ellenbecker Investment Group's Holding History (CIK: 0001731497)

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

Q4 2025
Shares 2,694 Value ($000) $332 Avg Close Range
Q3 2025
Shares 2,285 Value ($000) $276 Avg Close Range
Q2 2025
Shares 2,347 Value ($000) $258 Avg Close Range
Q1 2025
Shares 3,712 Value ($000) $345 Avg Close Range
Q4 2024
Shares 3,710 Value ($000) $377 Avg Close Range
Q3 2024
Shares 2,769 Value ($000) $265 Avg Close Range
Q2 2024
Shares 2,768 Value ($000) $256 Avg Close Range
Q1 2024
Shares 3,344 Value ($000) $282 Avg Close Range
Q4 2023
Shares 3,330 Value ($000) $0 Avg Close Range
Q3 2023
Shares 3,327 Value ($000) $0 Avg Close Range
Q2 2023
Shares 3,324 Value ($000) $0 Avg Close Range
Q1 2023
Shares 3,411 Value ($000) $0 Avg Close Range
Q4 2022
Shares 3,642 Value ($000) $0 Avg Close Range
Q3 2022
Shares 3,757 Value ($000) $217 Avg Close Range
Q2 2022
Shares 3,755 Value ($000) $226 Avg Close Range
Q1 2022
Shares 3,751 Value ($000) $286 Avg Close Range
Q4 2021
Shares 3,645 Value ($000) $304 Avg Close Range
Q3 2021
Shares 3,631 Value ($000) $268 Avg Close Range
Q2 2021
Shares 3,627 Value ($000) $264 Avg Close Range
Q1 2021
Shares 3,792 Value ($000) $247 Avg Close Range
Q4 2020
Shares 4,155 Value ($000) $265 Avg Close Range
Q3 2020
Shares 1,037 Value ($000) $240 Avg Close Range
Q2 2020
Shares 1,034 Value ($000) $215 Avg Close Range
Q4 2019
Shares 1,065 Value ($000) $206 Avg Close Range