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Financial Advocates Investment Management
> IVW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVW | 234,722 | -6,268 | 16,543,168,000 | 1,146,305,000 | $70,479.84 |
| 03/31/2023 | iSHARES TRUST | IVW | 240,990 | -2,107 | 15,396,863,000 | 1,175,718,000 | $63,890.05 |
| 12/31/2022 | iSHARES TRUST | IVW | 243,097 | 78,239 | 14,221,145,000 | 14,211,608,000 | $58,499.88 |
| 09/30/2022 | iSHARES TRUST | IVW | 164,858 | -87,881 | 9,537,000 | -5,715,000 | $57.85 |
| 06/30/2022 | iSHARES TRUST | IVW | 252,739 | 55,537 | 15,252,000 | 190,000 | $60.35 |
| 03/31/2022 | iSHARES TRUST | IVW | 197,202 | 25,316 | 15,062,000 | 684,000 | $76.38 |
| 12/31/2021 | iSHARES TRUST | IVW | 171,886 | 9,662 | 14,378,000 | 2,532,000 | $83.65 |
| 06/30/2021 | iSHARES TRUST | IVW | 162,224 | -48,995 | 11,846,000 | -1,906,000 | $73.02 |
| 03/31/2021 | iSHARES TRUST | IVW | 211,219 | 29,487 | 13,752,000 | 1,774,000 | $65.11 |
| 12/31/2020 | iSHARES TRUST | IVW | 181,732 | 125,916 | 11,978,000 | -919,000 | $65.91 |
| 09/30/2020 | iSHARES TRUST | IVW | 55,816 | 18,520 | 12,897,000 | 5,702,000 | $231.06 |
| 06/30/2020 | iSHARES TRUST | IVW | 37,296 | -8,283 | 7,195,000 | -1,631,000 | $192.92 |
| 12/31/2019 | iSHARES TRUST | IVW | 45,579 | 585 | 8,826,000 | 726,000 | $193.64 |
| 09/30/2019 | iSHARES TRUST | IVW | 44,994 | 661 | 8,100,000 | 154,000 | $180.02 |
| 06/30/2019 | iSHARES TRUST | IVW | 44,333 | -7,126 | 7,946,000 | -923,000 | $179.23 |
| 03/31/2019 | iSHARES TRUST | IVW | 51,459 | -18,287 | 8,869,000 | -1,639,000 | $172.35 |
| 12/31/2018 | iSHARES TRUST | IVW | 69,746 | 12,221 | 10,508,000 | 5,612,262 | $150.66 |
| 09/30/2018 | iSHARES TRUST | IVW | 57,525 | -6,296 | 10,191,000 | -220,000 | $177.16 |
| 06/30/2018 | iSHARES TRUST | IVW | 63,821 | -1,346 | 10,411,000 | 306,000 | $163.13 |
| 03/31/2018 | iSHARES TRUST | IVW | 65,167 | 65,167 | 10,105,000 | 10,105,000 | $155.06 |
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