ISHARES TR

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

COLTON GROOME FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001780330)

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

Q4 2025
Shares 6,056 Value ($000) $746 Avg Close Range
Q3 2025
Shares 6,117 Value ($000) $738 Avg Close Range
Q2 2025
Shares 6,247 Value ($000) $688 Avg Close Range
Q1 2025
Shares 6,022 Value ($000) $570 Avg Close Range
Q4 2024
Shares 6,364 Value ($000) $646 Avg Close Range
Q3 2024
Shares 6,364 Value ($000) $609 Avg Close Range
Q2 2024
Shares 6,939 Value ($000) $642 Avg Close Range
Q1 2024
Shares 7,172 Value ($000) $606 Avg Close Range
Q4 2023
Shares 7,741 Value ($000) $581 Avg Close Range
Q3 2023
Shares 7,872 Value ($000) $539 Avg Close Range
Q2 2023
Shares 7,987 Value ($000) $563 Avg Close Range
Q1 2023
Shares 8,037 Value ($000) $513 Avg Close Range
Q4 2022
Shares 8,106 Value ($000) $474 Avg Close Range
Q3 2022
Shares 11,884 Value ($000) $687 Avg Close Range
Q2 2022
Shares 11,951 Value ($000) $721 Avg Close Range
Q1 2022
Shares 9,340 Value ($000) $713 Avg Close Range
Q4 2021
Shares 11,008 Value ($000) $921 Avg Close Range
Q3 2021
Shares 11,326 Value ($000) $837 Avg Close Range
Q2 2021
Shares 11,369 Value ($000) $827 Avg Close Range
Q1 2021
Shares 12,117 Value ($000) $789 Avg Close Range
Q4 2020
Shares 13,197 Value ($000) $842 Avg Close Range
Q3 2020
Shares 5,262 Value ($000) $1,216 Avg Close Range
Q2 2020
Shares 6,612 Value ($000) $1,372 Avg Close Range
Q1 2020
Shares 6,704 Value ($000) $1,106 Avg Close Range
Q4 2019
Shares 6,783 Value ($000) $1,313 Avg Close Range
Q3 2019
Shares 7,153 Value ($000) $1,321 Avg Close Range
Q2 2019
Shares 7,559 Value ($000) $1,355 Avg Close Range