ISHARES TR

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

Great Point Wealth Advisors, LLC's Holding History (CIK: 0001760304)

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

Q4 2025
Shares 36,522 Value ($000) $4,502 Avg Close Range
Q3 2025
Shares 36,522 Value ($000) $4,409 Avg Close Range
Q1 2025
Shares 36,492 Value ($000) $3,388 Avg Close Range
Q4 2024
Shares 36,492 Value ($000) $3,705 Avg Close Range
Q3 2024
Shares 36,492 Value ($000) $3,494 Avg Close Range
Q2 2024
Shares 36,492 Value ($000) $3,377 Avg Close Range
Q1 2024
Shares 36,492 Value ($000) $3,081 Avg Close Range
Q4 2023
Shares 36,492 Value ($000) $2,741 Avg Close Range
Q3 2023
Shares 36,492 Value ($000) $2,497 Avg Close Range
Q2 2023
Shares 36,492 Value ($000) $2,572 Avg Close Range
Q1 2023
Shares 36,492 Value ($000) $2,331 Avg Close Range
Q4 2022
Shares 36,492 Value ($000) $2,135 Avg Close Range
Q3 2022
Shares 36,492 Value ($000) $2,111 Avg Close Range
Q2 2022
Shares 36,492 Value ($000) $2,202 Avg Close Range
Q1 2022
Shares 36,492 Value ($000) $2,787 Avg Close Range
Q4 2021
Shares 36,492 Value ($000) $3,053 Avg Close Range
Q3 2021
Shares 36,492 Value ($000) $2,697 Avg Close Range
Q2 2021
Shares 36,492 Value ($000) $2,654 Avg Close Range
Q1 2021
Shares 36,492 Value ($000) $2,376 Avg Close Range
Q4 2020
Shares 36,492 Value ($000) $2,328 Avg Close Range
Q3 2020
Shares 9,123 Value ($000) $1,892 Avg Close Range
Q2 2020
Shares 9,123 Value ($000) $1,892 Avg Close Range
Q1 2020
Shares 9,123 Value ($000) $1,505 Avg Close Range
Q4 2019
Shares 9,123 Value ($000) $1,766 Avg Close Range
Q3 2019
Shares 9,123 Value ($000) $1,642 Avg Close Range
Q2 2019
Shares 9,123 Value ($000) $1,635 Avg Close Range
Q1 2019
Shares 9,553 Value ($000) $1,646 Avg Close Range
Q4 2018
Shares 9,553 Value ($000) $1,439 Avg Close Range