ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

ProVise Management Group, LLC's Holding History (CIK: 0001305707)

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

Q4 2025
Shares 128,760 Value ($000) $35,659 Avg Close — Range —
Q3 2025
Shares 130,634 Value ($000) $35,748 Avg Close — Range —
Q2 2025
Shares 130,751 Value ($000) $32,231 Avg Close — Range —
Q1 2025
Shares 131,277 Value ($000) $27,692 Avg Close — Range —
Q4 2024
Shares 126,676 Value ($000) $29,803 Avg Close — Range —
Q3 2024
Shares 125,802 Value ($000) $27,683 Avg Close — Range —
Q2 2024
Shares 120,456 Value ($000) $25,840 Avg Close — Range —
Q1 2024
Shares 94,892 Value ($000) $18,513 Avg Close — Range —
Q4 2023
Shares 76,788 Value ($000) $13,455 Avg Close — Range —
Q3 2023
Shares 76,124 Value ($000) $11,710 Avg Close — Range —
Q2 2023
Shares 66,879 Value ($000) $10,604 Avg Close — Range —
Q1 2023
Shares 47,934 Value ($000) $6,659 Avg Close — Range —
Q4 2022
Shares 34,340 Value ($000) $4,139 Avg Close — Range —
Q3 2022
Shares 27,496 Value ($000) $3,285 Avg Close — Range —
Q2 2022
Shares 25,003 Value ($000) $3,131 Avg Close — Range —
Q1 2022
Shares 20,555 Value ($000) $3,266 Avg Close — Range —
Q4 2021
Shares 17,863 Value ($000) $3,097 Avg Close — Range —
Q3 2021
Shares 14,915 Value ($000) $2,277 Avg Close — Range —
Q2 2021
Shares 11,592 Value ($000) $1,746 Avg Close — Range —
Q1 2021
Shares 5,916 Value ($000) $796 Avg Close — Range —
Q4 2020
Shares 2,534 Value ($000) $337 Avg Close — Range —