ISHARES TR

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

Martel Wealth Advisors Inc's Holding History (CIK: 0002039437)

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

Q3 2022
Shares 5,098 Value ($000) $295 Avg Close — Range —
Q2 2022
Shares 5,339 Value ($000) $322 Avg Close — Range —
Q1 2022
Shares 6,164 Value ($000) $427 Avg Close — Range —
Q4 2021
Shares 5,984 Value ($000) $414 Avg Close — Range —
Q3 2021
Shares 6,162 Value ($000) $427 Avg Close — Range —
Q2 2021
Shares 6,636 Value ($000) $459 Avg Close — Range —
Q1 2021
Shares 6,964 Value ($000) $453 Avg Close — Range —
Q4 2020
Shares 6,847 Value ($000) $1,602 Avg Close — Range —
Q3 2020
Shares 2,078 Value ($000) $480 Avg Close — Range —
Q2 2020
Shares 2,451 Value ($000) $509 Avg Close — Range —
Q1 2020
Shares 2,699 Value ($000) $445 Avg Close — Range —
Q4 2019
Shares 2,986 Value ($000) $578 Avg Close — Range —
Q3 2019
Shares 3,103 Value ($000) $559 Avg Close — Range —
Q2 2019
Shares 3,396 Value ($000) $609 Avg Close — Range —
Q1 2019
Shares 3,480 Value ($000) $600 Avg Close — Range —
Q4 2018
Shares 3,501 Value ($000) $527 Avg Close — Range —
Q3 2018
Shares 3,550 Value ($000) $629 Avg Close — Range —