ISHARES TR

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

United Advisor Group, LLC's Holding History (CIK: 0002004873)

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

Q4 2025
Shares 17,862 Value ($000) $2,202 Avg Close Range
Q3 2025
Shares 5,160 Value ($000) $623 Avg Close Range
Q2 2025
Shares 4,946 Value ($000) $545 Avg Close Range
Q1 2025
Shares 4,419 Value ($000) $410 Avg Close Range
Q4 2024
Shares 4,360 Value ($000) $443 Avg Close Range
Q3 2024
Shares 3,996 Value ($000) $383 Avg Close Range
Q2 2024
Shares 5,313 Value ($000) $492 Avg Close Range
Q1 2024
Shares 4,316 Value ($000) $364 Avg Close Range
Q4 2023
Shares 9,429 Value ($000) $724 Avg Close Range