ISHARES TR

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

Carolina Wealth Advisors, LLC's Holding History (CIK: 0001786411)

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

Q4 2025
Shares 290 Value ($000) $36 Avg Close — Range —
Q4 2023
Shares 932 Value ($000) $70 Avg Close — Range —
Q3 2023
Shares 932 Value ($000) $64 Avg Close — Range —
Q2 2023
Shares 932 Value ($000) $66 Avg Close — Range —
Q1 2023
Shares 932 Value ($000) $60 Avg Close — Range —
Q4 2022
Shares 932 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 932 Value ($000) $54 Avg Close — Range —
Q2 2022
Shares 932 Value ($000) $56 Avg Close — Range —
Q1 2022
Shares 932 Value ($000) $71 Avg Close — Range —
Q4 2021
Shares 932 Value ($000) $78 Avg Close — Range —
Q3 2021
Shares 932 Value ($000) $69 Avg Close — Range —
Q2 2021
Shares 932 Value ($000) $68 Avg Close — Range —
Q1 2021
Shares 932 Value ($000) $61 Avg Close — Range —
Q4 2020
Shares 932 Value ($000) $59 Avg Close — Range —