ISHARES TR

Ticker: IGV CUSIP: 464287515 Class: EXPANDED TECH

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025
Shares 20,297 Value ($000) $2,145 Avg Close Range
Q3 2025
Shares 19,687 Value ($000) $2,264 Avg Close Range
Q2 2025
Shares 18,454 Value ($000) $2,021 Avg Close Range
Q1 2025
Shares 18,343 Value ($000) $1,632 Avg Close Range
Q4 2024
Shares 16,607 Value ($000) $1,663 Avg Close Range
Q3 2024
Shares 15,265 Value ($000) $1,364 Avg Close Range
Q2 2024
Shares 9,831 Value ($000) $854 Avg Close Range
Q1 2024
Shares 3,131 Value ($000) $267 Avg Close Range
Q4 2023
Shares 665 Value ($000) $270 Avg Close Range
Q3 2022
Shares 1,056 Value ($000) $264 Avg Close Range
Q2 2022
Shares 1,056 Value ($000) $285 Avg Close Range
Q1 2022
Shares 1,098 Value ($000) $379 Avg Close Range
Q4 2021
Shares 1,377 Value ($000) $547 Avg Close Range
Q3 2021
Shares 1,425 Value ($000) $569 Avg Close Range
Q2 2021
Shares 1,515 Value ($000) $591 Avg Close Range
Q1 2021
Shares 1,569 Value ($000) $536 Avg Close Range
Q4 2020
Shares 1,569 Value ($000) $556 Avg Close Range
Q3 2020
Shares 1,565 Value ($000) $0 Avg Close Range
Q2 2020
Shares 1,700 Value ($000) $483 Avg Close Range
Q1 2020
Shares 2,180 Value ($000) $458 Avg Close Range
Q4 2019
Shares 2,288 Value ($000) $533 Avg Close Range
Q3 2019
Shares 2,176 Value ($000) $459 Avg Close Range