ISHARES TR

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

Arkadios Wealth Advisors's Holding History (CIK: 0001800798)

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

Q4 2025
Shares 373,416 Value ($000) $46,027 Avg Close Range
Q3 2025
Shares 292,201 Value ($000) $35,274 Avg Close Range
Q2 2025
Shares 305,691 Value ($000) $33,657 Avg Close Range
Q1 2025
Shares 267,656 Value ($000) $24,846 Avg Close Range
Q4 2024
Shares 75,741 Value ($000) $7,690 Avg Close Range
Q3 2024
Shares 66,226 Value ($000) $6,341 Avg Close Range
Q2 2024
Shares 43,345 Value ($000) $4,011 Avg Close Range
Q1 2024
Shares 4,327 Value ($000) $365 Avg Close Range
Q4 2023
Shares 3,453 Value ($000) $259 Avg Close Range
Q3 2023
Shares 3,046 Value ($000) $208 Avg Close Range
Q3 2021
Shares 1,319 Value ($000) $97 Avg Close Range
Q2 2021
Shares 51,725 Value ($000) $3,761 Avg Close Range
Q1 2021
Shares 80,214 Value ($000) $5,222 Avg Close Range
Q4 2020
Shares 84,028 Value ($000) $5,362 Avg Close Range
Q3 2020
Shares 2,534 Value ($000) $607,387 Avg Close Range
Q2 2020
Shares 2,473 Value ($000) $534,364 Avg Close Range
Q1 2020
Shares 2,380 Value ($000) $392,862 Avg Close Range
Q4 2019
Shares 2,397 Value ($000) $500,570 Avg Close Range