ISHARES TR

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

CWS Financial Advisors, LLC's Holding History (CIK: 0001802459)

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

Q4 2025
Shares 5,725 Value ($000) $706 Avg Close Range
Q3 2025
Shares 5,723 Value ($000) $691 Avg Close Range
Q2 2025
Shares 5,721 Value ($000) $630 Avg Close Range
Q1 2025
Shares 5,718 Value ($000) $531 Avg Close Range
Q4 2024
Shares 5,716 Value ($000) $580 Avg Close Range
Q3 2024
Shares 5,713 Value ($000) $547 Avg Close Range
Q2 2024
Shares 5,710 Value ($000) $528 Avg Close Range
Q1 2024
Shares 4,964 Value ($000) $419 Avg Close Range
Q4 2023
Shares 5,993 Value ($000) $450 Avg Close Range
Q3 2023
Shares 7,017 Value ($000) $480 Avg Close Range
Q2 2023
Shares 7,017 Value ($000) $495 Avg Close Range
Q1 2023
Shares 7,017 Value ($000) $448 Avg Close Range
Q4 2022
Shares 6,172 Value ($000) $402 Avg Close Range
Q3 2022
Shares 5,987 Value ($000) $346 Avg Close Range
Q2 2022
Shares 5,987 Value ($000) $361 Avg Close Range
Q1 2022
Shares 5,987 Value ($000) $457 Avg Close Range
Q4 2021
Shares 5,987 Value ($000) $501 Avg Close Range
Q2 2021
Shares 5,987 Value ($000) $435 Avg Close Range
Q1 2021
Shares 6,172 Value ($000) $402 Avg Close Range
Q4 2020
Shares 6,172 Value ($000) $394 Avg Close Range
Q3 2020
Shares 1,543 Value ($000) $357 Avg Close Range
Q2 2020
Shares 1,590 Value ($000) $330 Avg Close Range
Q1 2020
Shares 1,907 Value ($000) $369 Avg Close Range
Q4 2019
Shares 1,907 Value ($000) $369 Avg Close Range