ISHARES TR

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

Beacon Financial Advisory LLC's Holding History (CIK: 0001800502)

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

Q4 2025
Shares 19,446 Value ($000) $2,397 Avg Close — Range —
Q3 2025
Shares 19,389 Value ($000) $2,341 Avg Close — Range —
Q2 2025
Shares 19,655 Value ($000) $2,164 Avg Close — Range —
Q1 2025
Shares 20,047 Value ($000) $1,861 Avg Close — Range —
Q4 2024
Shares 20,437 Value ($000) $2,075 Avg Close — Range —
Q3 2024
Shares 17,832 Value ($000) $1,707 Avg Close — Range —
Q2 2024
Shares 19,365 Value ($000) $1,792 Avg Close — Range —
Q1 2024
Shares 14,054 Value ($000) $1,187 Avg Close — Range —
Q4 2023
Shares 11,167 Value ($000) $839 Avg Close — Range —
Q3 2023
Shares 11,444 Value ($000) $783 Avg Close — Range —
Q2 2023
Shares 8,505 Value ($000) $599 Avg Close — Range —
Q1 2023
Shares 8,496 Value ($000) $543 Avg Close — Range —
Q4 2022
Shares 8,884 Value ($000) $520 Avg Close — Range —
Q3 2022
Shares 20,796 Value ($000) $1,203 Avg Close — Range —
Q2 2022
Shares 25,435 Value ($000) $1,535 Avg Close — Range —
Q1 2022
Shares 26,267 Value ($000) $2,006 Avg Close — Range —
Q4 2021
Shares 26,631 Value ($000) $2,228 Avg Close — Range —
Q3 2021
Shares 26,620 Value ($000) $1,967 Avg Close — Range —
Q2 2021
Shares 26,355 Value ($000) $1,917 Avg Close — Range —
Q1 2021
Shares 26,200 Value ($000) $1,706 Avg Close — Range —
Q4 2020
Shares 25,293 Value ($000) $1,614 Avg Close — Range —
Q3 2020
Shares 5,511 Value ($000) $1,273 Avg Close — Range —
Q2 2020
Shares 4,770 Value ($000) $989 Avg Close — Range —
Q1 2020
Shares 4,709 Value ($000) $777 Avg Close — Range —
Q4 2019
Shares 2,568 Value ($000) $497 Avg Close — Range —