ISHARES TR

Ticker: XVV CUSIP: 46436E569 Class: ESG SELECT SCRE

COLTON GROOME FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001780330)

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

Q4 2025
Shares 10,505 Value ($000) $554 Avg Close — Range —
Q3 2025
Shares 9,840 Value ($000) $507 Avg Close — Range —
Q2 2025
Shares 8,630 Value ($000) $412 Avg Close — Range —
Q1 2025
Shares 8,655 Value ($000) $369 Avg Close — Range —
Q4 2024
Shares 6,350 Value ($000) $288 Avg Close — Range —
Q3 2024
Shares 6,515 Value ($000) $288 Avg Close — Range —
Q2 2024
Shares 4,870 Value ($000) $205 Avg Close — Range —