ISHARES TR

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

Blue Zone Wealth Advisors, LLC's Holding History (CIK: 0001803106)

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

Q4 2025
Shares 117,523 Value ($000) $14,486 Avg Close — Range —
Q3 2025
Shares 114,301 Value ($000) $13,798 Avg Close — Range —
Q2 2025
Shares 110,090 Value ($000) $12,121 Avg Close — Range —
Q1 2025
Shares 111,155 Value ($000) $10,318 Avg Close — Range —
Q4 2024
Shares 110,316 Value ($000) $11,200 Avg Close — Range —
Q3 2024
Shares 113,038 Value ($000) $10,823 Avg Close — Range —
Q2 2024
Shares 120,946 Value ($000) $11,192 Avg Close — Range —
Q1 2024
Shares 130,554 Value ($000) $11,024 Avg Close — Range —
Q4 2023
Shares 135,339 Value ($000) $10,164 Avg Close — Range —
Q3 2023
Shares 138,296 Value ($000) $9,462 Avg Close — Range —
Q2 2023
Shares 139,890 Value ($000) $9,859 Avg Close — Range —
Q1 2023
Shares 160,614 Value ($000) $10,262 Avg Close — Range —
Q4 2022
Shares 224,147 Value ($000) $13,113 Avg Close — Range —
Q3 2022
Shares 227,664 Value ($000) $13,170 Avg Close — Range —
Q2 2022
Shares 250,581 Value ($000) $15,123 Avg Close — Range —
Q1 2022
Shares 249,501 Value ($000) $19,057 Avg Close — Range —
Q4 2021
Shares 277,807 Value ($000) $23,244 Avg Close — Range —
Q3 2021
Shares 280,612 Value ($000) $20,740 Avg Close — Range —
Q2 2021
Shares 268,560 Value ($000) $19,532 Avg Close — Range —
Q1 2021
Shares 273,308 Value ($000) $17,795 Avg Close — Range —
Q4 2020
Shares 279,142 Value ($000) $17,815 Avg Close — Range —
Q3 2020
Shares 69,144 Value ($000) $15,978 Avg Close — Range —
Q2 2020
Shares 75,558 Value ($000) $15,678 Avg Close — Range —
Q1 2020
Shares 43,425 Value ($000) $7,167 Avg Close — Range —
Q4 2019
Shares 37,242 Value ($000) $7,212 Avg Close — Range —