ISHARES TR

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

Sound View Wealth Advisors Group, LLC's Holding History (CIK: 0001784777)

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

Q4 2025
Shares 13,854 Value ($000) $1,708 Avg Close — Range —
Q3 2025
Shares 13,854 Value ($000) $1,672 Avg Close — Range —
Q2 2025
Shares 13,854 Value ($000) $1,525 Avg Close — Range —
Q1 2025
Shares 13,853 Value ($000) $1,286 Avg Close — Range —
Q4 2024
Shares 13,931 Value ($000) $1,414 Avg Close — Range —
Q3 2024
Shares 13,006 Value ($000) $1,245 Avg Close — Range —
Q2 2024
Shares 11,506 Value ($000) $1,065 Avg Close — Range —
Q1 2024
Shares 11,506 Value ($000) $972 Avg Close — Range —
Q4 2023
Shares 11,506 Value ($000) $864 Avg Close — Range —
Q3 2023
Shares 12,902 Value ($000) $883 Avg Close — Range —
Q2 2023
Shares 11,506 Value ($000) $811 Avg Close — Range —
Q1 2023
Shares 10,268 Value ($000) $656 Avg Close — Range —
Q4 2022
Shares 11,506 Value ($000) $864 Avg Close — Range —
Q3 2022
Shares 4,546 Value ($000) $263 Avg Close — Range —
Q2 2022
Shares 4,546 Value ($000) $274 Avg Close — Range —
Q1 2022
Shares 4,705 Value ($000) $359 Avg Close — Range —
Q4 2021
Shares 4,606 Value ($000) $385 Avg Close — Range —
Q3 2021
Shares 12,646 Value ($000) $935 Avg Close — Range —