ISHARES TR

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

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 261,939 Value ($000) $32,287 Avg Close Range
Q3 2025
Shares 253,769 Value ($000) $30,635 Avg Close Range
Q2 2025
Shares 241,360 Value ($000) $26,574 Avg Close Range
Q4 2024
Shares 182,778 Value ($000) $18,557 Avg Close Range
Q3 2024
Shares 186,848 Value ($000) $17,891 Avg Close Range
Q2 2024
Shares 228,771 Value ($000) $21,170 Avg Close Range
Q1 2024
Shares 141,041 Value ($000) $11,909 Avg Close Range
Q4 2023
Shares 124,891 Value ($000) $9,447 Avg Close Range
Q3 2023
Shares 135,246 Value ($000) $9,250 Avg Close Range
Q2 2023
Shares 103,564 Value ($000) $7,299 Avg Close Range
Q1 2023
Shares 95,429 Value ($000) $6,085 Avg Close Range
Q4 2022
Shares 55,202 Value ($000) $3,229 Avg Close Range
Q3 2022
Shares 48,289 Value ($000) $2,917 Avg Close Range
Q2 2022
Shares 46,425 Value ($000) $2,802 Avg Close Range
Q1 2022
Shares 46,411 Value ($000) $2,864 Avg Close Range
Q3 2021
Shares 61,237 Value ($000) $4,526 Avg Close Range
Q2 2021
Shares 54,645 Value ($000) $3,974 Avg Close Range
Q1 2021
Shares 53,436 Value ($000) $3,479 Avg Close Range
Q4 2020
Shares 48,775 Value ($000) $3,113 Avg Close Range
Q3 2020
Shares 11,893 Value ($000) $2,748 Avg Close Range
Q2 2020
Shares 13,071 Value ($000) $2,712 Avg Close Range
Q1 2020
Shares 15,657 Value ($000) $2,584 Avg Close Range
Q4 2019
Shares 22,497 Value ($000) $4,356 Avg Close Range
Q3 2019
Shares 22,580 Value ($000) $4,065 Avg Close Range
Q2 2019
Shares 14,744 Value ($000) $2,643 Avg Close Range
Q1 2019
Shares 15,609 Value ($000) $2,690 Avg Close Range
Q4 2018
Shares 17,316 Value ($000) $2,609 Avg Close Range
Q3 2018
Shares 22,906 Value ($000) $4,058 Avg Close Range
Q2 2018
Shares 20,735 Value ($000) $3,372 Avg Close Range
Q1 2018
Shares 18,810 Value ($000) $2,917 Avg Close Range
Q4 2017
Shares 15,031 Value ($000) $2,296 Avg Close Range
Q3 2017
Shares 8,514 Value ($000) $1,221 Avg Close Range
Q2 2017
Shares 8,622 Value ($000) $1,180 Avg Close Range
Q1 2017
Shares 7,576 Value ($000) $996 Avg Close Range
Q4 2016
Shares 3,620 Value ($000) $441 Avg Close Range