ISHARES TR

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

TOBIAS FINANCIAL ADVISORS, INC.'s Holding History (CIK: 0001802080)

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

Q4 2025
Shares 52,877 Value ($000) $6,518 Avg Close — Range —
Q3 2025
Shares 55,114 Value ($000) $6,653 Avg Close — Range —
Q2 2025
Shares 55,668 Value ($000) $6,129 Avg Close — Range —
Q1 2025
Shares 57,169 Value ($000) $5,307 Avg Close — Range —
Q4 2024
Shares 58,903 Value ($000) $5,980 Avg Close — Range —
Q3 2024
Shares 60,373 Value ($000) $5,781 Avg Close — Range —
Q2 2024
Shares 62,467 Value ($000) $5,781 Avg Close — Range —
Q1 2024
Shares 64,094 Value ($000) $5,412 Avg Close — Range —
Q4 2023
Shares 64,682 Value ($000) $4,858 Avg Close — Range —
Q3 2023
Shares 66,195 Value ($000) $4,529 Avg Close — Range —
Q2 2023
Shares 64,331 Value ($000) $4,534 Avg Close — Range —
Q1 2023
Shares 67,798 Value ($000) $4,332 Avg Close — Range —
Q4 2022
Shares 74,283 Value ($000) $4,346 Avg Close — Range —
Q3 2022
Shares 24,642 Value ($000) $1,426 Avg Close — Range —
Q2 2022
Shares 37,083 Value ($000) $2,238 Avg Close — Range —
Q1 2022
Shares 25,546 Value ($000) $1,951 Avg Close — Range —
Q3 2021
Shares 23,610 Value ($000) $1,745 Avg Close — Range —
Q2 2021
Shares 23,616 Value ($000) $1,718 Avg Close — Range —
Q1 2021
Shares 23,616 Value ($000) $1,538 Avg Close — Range —
Q4 2020
Shares 27,008 Value ($000) $1,724 Avg Close — Range —
Q3 2020
Shares 6,921 Value ($000) $1,599 Avg Close — Range —
Q2 2020
Shares 7,497 Value ($000) $1,556 Avg Close — Range —
Q1 2020
Shares 7,505 Value ($000) $1,239 Avg Close — Range —
Q4 2019
Shares 7,682 Value ($000) $1,487 Avg Close — Range —