ISHARES TR

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

Soltis Investment Advisors LLC's Holding History (CIK: 0001802530)

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

Q4 2025
Shares 68,872 Value ($000) $8,489 Avg Close — Range —
Q3 2025
Shares 68,876 Value ($000) $8,315 Avg Close — Range —
Q2 2025
Shares 61,259 Value ($000) $6,745 Avg Close — Range —
Q1 2025
Shares 63,232 Value ($000) $5,870 Avg Close — Range —
Q4 2024
Shares 58,117 Value ($000) $5,901 Avg Close — Range —
Q3 2024
Shares 55,902 Value ($000) $5,353 Avg Close — Range —
Q2 2024
Shares 51,029 Value ($000) $4,722 Avg Close — Range —
Q1 2024
Shares 46,457 Value ($000) $3,923 Avg Close — Range —
Q4 2023
Shares 43,408 Value ($000) $3,260 Avg Close — Range —
Q3 2023
Shares 39,168 Value ($000) $2,680 Avg Close — Range —
Q2 2023
Shares 37,288 Value ($000) $2,628 Avg Close — Range —
Q1 2023
Shares 37,113 Value ($000) $2,371 Avg Close — Range —
Q4 2022
Shares 255,950 Value ($000) $14,973 Avg Close — Range —
Q3 2022
Shares 53,278 Value ($000) $3,082 Avg Close — Range —
Q2 2022
Shares 50,910 Value ($000) $3,072 Avg Close — Range —
Q1 2022
Shares 66,885 Value ($000) $5,109 Avg Close — Range —
Q4 2021
Shares 70,191 Value ($000) $5,873 Avg Close — Range —
Q3 2021
Shares 72,835 Value ($000) $5,383 Avg Close — Range —
Q2 2021
Shares 72,034 Value ($000) $5,239 Avg Close — Range —
Q1 2021
Shares 50,920 Value ($000) $3,315 Avg Close — Range —
Q4 2020
Shares 28,679 Value ($000) $1,830 Avg Close — Range —
Q3 2020
Shares 6,775 Value ($000) $1,566 Avg Close — Range —
Q2 2020
Shares 2,822 Value ($000) $586 Avg Close — Range —