ISHARES TR

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

Claro Advisors Inc.'s Holding History (CIK: 0001764386)

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

Q4 2025
Shares 6,594 Value ($000) $813 Avg Close Range
Q3 2025
Shares 6,808 Value ($000) $822 Avg Close Range
Q2 2025
Shares 6,775 Value ($000) $746 Avg Close Range
Q1 2025
Shares 10,295 Value ($000) $956 Avg Close Range
Q4 2024
Shares 11,184 Value ($000) $1,136 Avg Close Range
Q3 2024
Shares 12,088 Value ($000) $1,157 Avg Close Range
Q2 2024
Shares 13,607 Value ($000) $1,259 Avg Close Range
Q1 2024
Shares 12,882 Value ($000) $1,088 Avg Close Range
Q4 2023
Shares 10,126 Value ($000) $760 Avg Close Range
Q3 2023
Shares 10,108 Value ($000) $692 Avg Close Range
Q2 2023
Shares 11,349 Value ($000) $800 Avg Close Range
Q1 2023
Shares 14,475 Value ($000) $925 Avg Close Range
Q4 2022
Shares 14,179 Value ($000) $829 Avg Close Range
Q3 2022
Shares 12,058 Value ($000) $728 Avg Close Range
Q2 2022
Shares 12,058 Value ($000) $728 Avg Close Range
Q1 2022
Shares 7,889 Value ($000) $660 Avg Close Range
Q4 2021
Shares 7,889 Value ($000) $660 Avg Close Range
Q3 2021
Shares 7,916 Value ($000) $585 Avg Close Range
Q2 2021
Shares 7,916 Value ($000) $576 Avg Close Range
Q1 2021
Shares 8,584 Value ($000) $559 Avg Close Range
Q4 2020
Shares 8,584 Value ($000) $548 Avg Close Range
Q3 2020
Shares 2,146 Value ($000) $496 Avg Close Range
Q2 2020
Shares 2,226 Value ($000) $462 Avg Close Range
Q1 2020
Shares 2,121 Value ($000) $350 Avg Close Range
Q4 2019
Shares 2,130 Value ($000) $412 Avg Close Range
Q3 2019
Shares 2,234 Value ($000) $402 Avg Close Range
Q2 2019
Shares 2,246 Value ($000) $403 Avg Close Range
Q1 2019
Shares 2,218 Value ($000) $382 Avg Close Range
Q4 2018
Shares 1,928 Value ($000) $342 Avg Close Range