ISHARES TR

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

BALLAST ADVISORS LLC's Holding History (CIK: 0001803415)

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

Q4 2025
Shares 838 Value ($000) $103 Avg Close Range
Q3 2025
Shares 838 Value ($000) $101 Avg Close Range
Q2 2025
Shares 838 Value ($000) $92 Avg Close Range
Q1 2025
Shares 838 Value ($000) $78 Avg Close Range
Q4 2024
Shares 864 Value ($000) $88 Avg Close Range
Q3 2024
Shares 864 Value ($000) $83 Avg Close Range
Q2 2024
Shares 864 Value ($000) $80 Avg Close Range
Q1 2024
Shares 1,029 Value ($000) $87 Avg Close Range
Q4 2023
Shares 1,029 Value ($000) $77 Avg Close Range
Q3 2023
Shares 1,129 Value ($000) $77 Avg Close Range
Q2 2023
Shares 1,274 Value ($000) $90 Avg Close Range
Q1 2023
Shares 1,324 Value ($000) $85 Avg Close Range
Q4 2022
Shares 1,159 Value ($000) $68 Avg Close Range
Q3 2022
Shares 1,234 Value ($000) $71 Avg Close Range
Q2 2022
Shares 1,234 Value ($000) $74 Avg Close Range
Q1 2022
Shares 1,264 Value ($000) $97 Avg Close Range
Q4 2021
Shares 1,234 Value ($000) $103 Avg Close Range
Q3 2021
Shares 1,234 Value ($000) $91 Avg Close Range
Q2 2021
Shares 1,121 Value ($000) $82 Avg Close Range
Q1 2021
Shares 1,108 Value ($000) $72 Avg Close Range
Q4 2020
Shares 1,116 Value ($000) $71 Avg Close Range
Q3 2020
Shares 299 Value ($000) $69 Avg Close Range
Q2 2020
Shares 301 Value ($000) $62 Avg Close Range
Q1 2020
Shares 301 Value ($000) $50 Avg Close Range
Q4 2019
Shares 301 Value ($000) $58 Avg Close Range