ISHARES TR

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

Fiduciary Alliance LLC's Holding History (CIK: 0001954805)

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

Q4 2025
Shares 18,663 Value ($000) $2,300 Avg Close Range
Q3 2025
Shares 18,896 Value ($000) $2,281 Avg Close Range
Q2 2025
Shares 16,259 Value ($000) $1,790 Avg Close Range
Q1 2025
Shares 16,431 Value ($000) $1,525 Avg Close Range
Q4 2024
Shares 16,677 Value ($000) $1,693 Avg Close Range
Q3 2024
Shares 16,640 Value ($000) $1,593 Avg Close Range
Q2 2024
Shares 16,816 Value ($000) $1,581 Avg Close Range
Q1 2024
Shares 16,793 Value ($000) $1,420 Avg Close Range
Q4 2023
Shares 16,348 Value ($000) $1,228 Avg Close Range
Q3 2023
Shares 15,943 Value ($000) $1,091 Avg Close Range
Q2 2023
Shares 16,898 Value ($000) $1,191 Avg Close Range
Q1 2023
Shares 15,907 Value ($000) $1,016 Avg Close Range
Q4 2022
Shares 15,892 Value ($000) $930 Avg Close Range