ISHARES TR

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

ATTICUS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001800234)

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

Q4 2025
Shares 8,827 Value ($000) $1,088 Avg Close Range
Q3 2025
Shares 8,726 Value ($000) $1,053 Avg Close Range
Q2 2025
Shares 8,737 Value ($000) $962 Avg Close Range
Q1 2025
Shares 9,224 Value ($000) $856 Avg Close Range
Q4 2024
Shares 9,591 Value ($000) $974 Avg Close Range
Q3 2024
Shares 9,617 Value ($000) $921 Avg Close Range
Q2 2024
Shares 9,808 Value ($000) $908 Avg Close Range
Q1 2024
Shares 12,517 Value ($000) $1,057 Avg Close Range
Q4 2023
Shares 13,646 Value ($000) $1,025 Avg Close Range
Q3 2023
Shares 13,101 Value ($000) $896 Avg Close Range
Q2 2023
Shares 10,639 Value ($000) $750 Avg Close Range
Q1 2023
Shares 10,637 Value ($000) $680 Avg Close Range
Q4 2022
Shares 18,608 Value ($000) $1,089 Avg Close Range
Q2 2022
Shares 20,563 Value ($000) $1,241 Avg Close Range
Q1 2022
Shares 23,109 Value ($000) $1,765 Avg Close Range
Q4 2021
Shares 23,594 Value ($000) $1,974 Avg Close Range
Q3 2021
Shares 22,882 Value ($000) $1,691 Avg Close Range
Q2 2021
Shares 23,132 Value ($000) $1,682 Avg Close Range
Q1 2021
Shares 23,211 Value ($000) $1,511 Avg Close Range
Q4 2020
Shares 25,646 Value ($000) $1,637 Avg Close Range
Q3 2020
Shares 435 Value ($000) $100 Avg Close Range
Q2 2020
Shares 458 Value ($000) $95 Avg Close Range
Q1 2020
Shares 455 Value ($000) $75 Avg Close Range
Q4 2019
Shares 455 Value ($000) $88 Avg Close Range