ISHARES TR

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

Wealth Alliance's Holding History (CIK: 0001793904)

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

Q4 2025
Shares 231,800 Value ($000) $28,572 Avg Close — Range —
Q3 2025
Shares 215,956 Value ($000) $26,070 Avg Close — Range —
Q2 2025
Shares 222,982 Value ($000) $24,550 Avg Close — Range —
Q1 2025
Shares 193,221 Value ($000) $17,937 Avg Close — Range —
Q4 2024
Shares 231,942 Value ($000) $23,549 Avg Close — Range —
Q3 2024
Shares 236,681 Value ($000) $22,662 Avg Close — Range —
Q2 2024
Shares 259,863 Value ($000) $24,048 Avg Close — Range —
Q1 2024
Shares 179,888 Value ($000) $15,190 Avg Close — Range —
Q4 2023
Shares 107,173 Value ($000) $8,049 Avg Close — Range —
Q3 2023
Shares 106,194 Value ($000) $7,266 Avg Close — Range —
Q2 2023
Shares 76,406 Value ($000) $5,385 Avg Close — Range —
Q1 2023
Shares 4,173 Value ($000) $267 Avg Close — Range —
Q4 2022
Shares 3,987 Value ($000) $233 Avg Close — Range —
Q3 2022
Shares 4,214 Value ($000) $244 Avg Close — Range —
Q2 2022
Shares 4,207 Value ($000) $254 Avg Close — Range —
Q1 2022
Shares 5,373 Value ($000) $410 Avg Close — Range —
Q4 2021
Shares 77,677 Value ($000) $6,499 Avg Close — Range —
Q3 2021
Shares 70,896 Value ($000) $5,241 Avg Close — Range —
Q2 2021
Shares 74,281 Value ($000) $5,402 Avg Close — Range —
Q1 2021
Shares 70,809 Value ($000) $4,610 Avg Close — Range —
Q4 2020
Shares 73,654 Value ($000) $4,701 Avg Close — Range —
Q3 2020
Shares 19,416 Value ($000) $4,487 Avg Close — Range —
Q2 2020
Shares 20,855 Value ($000) $4,327 Avg Close — Range —
Q1 2020
Shares 4,596 Value ($000) $759 Avg Close — Range —
Q4 2019
Shares 16,300 Value ($000) $3,156 Avg Close — Range —