ISHARES TR

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

Key Financial Inc's Holding History (CIK: 0001801720)

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

Q4 2025
Shares 25,536 Value ($000) $3,148 Avg Close — Range —
Q3 2025
Shares 26,073 Value ($000) $3,161 Avg Close — Range —
Q2 2025
Shares 26,097 Value ($000) $2,873 Avg Close — Range —
Q1 2025
Shares 26,097 Value ($000) $2,423 Avg Close — Range —
Q4 2024
Shares 26,018 Value ($000) $2,642 Avg Close — Range —
Q3 2024
Shares 26,018 Value ($000) $2,491 Avg Close — Range —
Q2 2024
Shares 26,018 Value ($000) $2,408 Avg Close — Range —
Q1 2024
Shares 26,018 Value ($000) $2,197 Avg Close — Range —
Q4 2023
Shares 26,018 Value ($000) $1,954 Avg Close — Range —
Q3 2023
Shares 26,162 Value ($000) $1,790 Avg Close — Range —
Q2 2023
Shares 26,162 Value ($000) $1,844 Avg Close — Range —
Q1 2023
Shares 17,442 Value ($000) $1,114 Avg Close — Range —
Q4 2022
Shares 16,562 Value ($000) $958 Avg Close — Range —
Q3 2022
Shares 16,562 Value ($000) $958 Avg Close — Range —
Q2 2022
Shares 16,562 Value ($000) $1,007 Avg Close — Range —
Q1 2022
Shares 5,384 Value ($000) $411 Avg Close — Range —
Q4 2021
Shares 5,384 Value ($000) $450 Avg Close — Range —
Q3 2021
Shares 5,384 Value ($000) $398 Avg Close — Range —
Q2 2021
Shares 5,384 Value ($000) $406 Avg Close — Range —
Q1 2021
Shares 5,288 Value ($000) $344 Avg Close — Range —
Q4 2020
Shares 5,288 Value ($000) $337 Avg Close — Range —
Q3 2020
Shares 1,222 Value ($000) $282 Avg Close — Range —
Q1 2020
Shares 597 Value ($000) $100 Avg Close — Range —