ISHARES TR

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

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 20,014 Value ($000) $2,467 Avg Close Range
Q3 2025
Shares 20,182 Value ($000) $2,436 Avg Close Range
Q2 2025
Shares 20,182 Value ($000) $2 Avg Close Range
Q1 2025
Shares 20,365 Value ($000) $2 Avg Close Range
Q4 2024
Shares 20,365 Value ($000) $2,058 Avg Close Range
Q3 2024
Shares 25,241 Value ($000) $2 Avg Close Range
Q2 2024
Shares 25,058 Value ($000) $2,319 Avg Close Range
Q1 2024
Shares 25,058 Value ($000) $2,116 Avg Close Range
Q4 2023
Shares 25,058 Value ($000) $1,882 Avg Close Range
Q3 2023
Shares 24,743 Value ($000) $1,693 Avg Close Range
Q2 2023
Shares 25,509 Value ($000) $1,798 Avg Close Range
Q1 2023
Shares 25,509 Value ($000) $1,630 Avg Close Range
Q4 2022
Shares 21,380 Value ($000) $1,251 Avg Close Range
Q3 2022
Shares 21,380 Value ($000) $1,278 Avg Close Range
Q2 2022
Shares 21,380 Value ($000) $1,290 Avg Close Range
Q1 2022
Shares 21,380 Value ($000) $1,633 Avg Close Range
Q4 2021
Shares 21,380 Value ($000) $1,788 Avg Close Range
Q3 2021
Shares 21,380 Value ($000) $1,580 Avg Close Range
Q2 2021
Shares 21,692 Value ($000) $1,577 Avg Close Range
Q1 2021
Shares 21,692 Value ($000) $1,412 Avg Close Range
Q4 2020
Shares 26,948 Value ($000) $1,719 Avg Close Range
Q3 2020
Shares 7,272 Value ($000) $1,680 Avg Close Range
Q2 2020
Shares 7,272 Value ($000) $1,508 Avg Close Range
Q1 2020
Shares 7,332 Value ($000) $1,210 Avg Close Range
Q4 2019
Shares 8,045 Value ($000) $1,557 Avg Close Range
Q3 2019
Shares 8,122 Value ($000) $1,462 Avg Close Range
Q2 2019
Shares 8,079 Value ($000) $1,448 Avg Close Range
Q1 2019
Shares 8,094 Value ($000) $1,395 Avg Close Range
Q4 2018
Shares 8,057 Value ($000) $1,214 Avg Close Range