ISHARES TR

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

CCG WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001771169)

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

Q4 2025
Shares 22,629 Value ($000) $2,789 Avg Close Range
Q3 2025
Shares 22,629 Value ($000) $2,732 Avg Close Range
Q2 2025
Shares 22,629 Value ($000) $2,491 Avg Close Range
Q1 2025
Shares 22,698 Value ($000) $2,107 Avg Close Range
Q4 2024
Shares 22,726 Value ($000) $2,307 Avg Close Range
Q3 2024
Shares 22,760 Value ($000) $2,179 Avg Close Range
Q2 2024
Shares 22,924 Value ($000) $2,121 Avg Close Range
Q1 2024
Shares 23,392 Value ($000) $1,975 Avg Close Range
Q4 2023
Shares 26,557 Value ($000) $1,994 Avg Close Range
Q3 2023
Shares 26,578 Value ($000) $1,818 Avg Close Range
Q2 2023
Shares 26,578 Value ($000) $1,873 Avg Close Range
Q1 2023
Shares 29,354 Value ($000) $1,875 Avg Close Range
Q4 2022
Shares 29,347 Value ($000) $1,717 Avg Close Range
Q3 2022
Shares 27,532 Value ($000) $1,593 Avg Close Range
Q2 2022
Shares 27,560 Value ($000) $1,663 Avg Close Range
Q1 2022
Shares 27,583 Value ($000) $2,107 Avg Close Range
Q4 2021
Shares 27,906 Value ($000) $2,335 Avg Close Range
Q3 2021
Shares 28,233 Value ($000) $2,087 Avg Close Range
Q2 2021
Shares 28,233 Value ($000) $2,053 Avg Close Range
Q1 2021
Shares 28,315 Value ($000) $1,844 Avg Close Range
Q4 2020
Shares 28,546 Value ($000) $1,822 Avg Close Range
Q3 2020
Shares 7,410 Value ($000) $1,712 Avg Close Range
Q2 2020
Shares 7,467 Value ($000) $1,549 Avg Close Range
Q1 2020
Shares 21,014 Value ($000) $3,468 Avg Close Range
Q4 2019
Shares 29,178 Value ($000) $5,650 Avg Close Range
Q3 2019
Shares 32,216 Value ($000) $5,800 Avg Close Range
Q2 2019
Shares 35,036 Value ($000) $6,280 Avg Close Range
Q1 2019
Shares 33,429 Value ($000) $5,762 Avg Close Range
Q4 2018
Shares 31,701 Value ($000) $4,776 Avg Close Range