ISHARES TR

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

RTD Financial Advisors, Inc.'s Holding History (CIK: 0001810555)

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

Q4 2025
Shares 37,545 Value ($000) $4,628 Avg Close — Range —
Q3 2025
Shares 42,196 Value ($000) $5,094 Avg Close — Range —
Q2 2025
Shares 42,818 Value ($000) $4,714 Avg Close — Range —
Q1 2025
Shares 37,762 Value ($000) $3,505 Avg Close — Range —
Q4 2024
Shares 40,468 Value ($000) $4,109 Avg Close — Range —
Q3 2024
Shares 41,521 Value ($000) $3,976 Avg Close — Range —
Q2 2024
Shares 44,966 Value ($000) $4,161 Avg Close — Range —
Q1 2024
Shares 49,083 Value ($000) $4,145 Avg Close — Range —
Q4 2023
Shares 52,585 Value ($000) $3,949 Avg Close — Range —
Q3 2023
Shares 53,924 Value ($000) $3,689 Avg Close — Range —
Q2 2023
Shares 50,039 Value ($000) $3,527 Avg Close — Range —
Q1 2023
Shares 50,938 Value ($000) $3,254 Avg Close — Range —
Q4 2022
Shares 52,275 Value ($000) $3,058 Avg Close — Range —
Q3 2022
Shares 54,275 Value ($000) $3,140 Avg Close — Range —
Q2 2022
Shares 60,219 Value ($000) $3,634 Avg Close — Range —
Q1 2022
Shares 38,920 Value ($000) $2,973 Avg Close — Range —
Q4 2021
Shares 28,241 Value ($000) $2,363 Avg Close — Range —