ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 150,189 Value ($000) $102,871 Avg Close — Range —
Q3 2025
Shares 150,973 Value ($000) $101,046 Avg Close — Range —
Q2 2025
Shares 148,555 Value ($000) $92,238 Avg Close — Range —
Q1 2025
Shares 142,796 Value ($000) $80,237 Avg Close — Range —
Q4 2024
Shares 139,799 Value ($000) $82,297 Avg Close — Range —
Q3 2024
Shares 136,796 Value ($000) $78,907 Avg Close — Range —
Q2 2024
Shares 108,022 Value ($000) $59,113 Avg Close — Range —
Q1 2024
Shares 104,951 Value ($000) $55,176 Avg Close — Range —
Q4 2023
Shares 105,176 Value ($000) $50,235 Avg Close — Range —
Q3 2023
Shares 102,773 Value ($000) $44,134 Avg Close — Range —
Q2 2023
Shares 100,086 Value ($000) $44,609 Avg Close — Range —
Q1 2023
Shares 94,341 Value ($000) $38,782 Avg Close — Range —
Q4 2022
Shares 88,074 Value ($000) $33,839 Avg Close — Range —
Q3 2022
Shares 86,109 Value ($000) $30,883 Avg Close — Range —
Q2 2022
Shares 77,431 Value ($000) $29,358 Avg Close — Range —
Q1 2022
Shares 67,795 Value ($000) $30,758 Avg Close — Range —
Q4 2021
Shares 61,426 Value ($000) $29,300 Avg Close — Range —
Q3 2021
Shares 54,658 Value ($000) $23,548 Avg Close — Range —
Q2 2021
Shares 48,939 Value ($000) $21,040 Avg Close — Range —
Q1 2021
Shares 39,192 Value ($000) $15,591 Avg Close — Range —
Q4 2020
Shares 31,569 Value ($000) $11,851 Avg Close — Range —
Q3 2020
Shares 26,968 Value ($000) $9,063 Avg Close — Range —
Q2 2020
Shares 26,699 Value ($000) $8,269 Avg Close — Range —
Q1 2020
Shares 20,184 Value ($000) $5,215 Avg Close — Range —
Q4 2019
Shares 14,708 Value ($000) $4,754 Avg Close — Range —
Q3 2019
Shares 14,184 Value ($000) $4,234 Avg Close — Range —
Q2 2019
Shares 13,616 Value ($000) $4,013 Avg Close — Range —
Q1 2019
Shares 13,878 Value ($000) $3,949 Avg Close — Range —
Q4 2018
Shares 12,088 Value ($000) $3,041 Avg Close — Range —
Q3 2018
Shares 11,989 Value ($000) $3,510 Avg Close — Range —
Q2 2018
Shares 11,536 Value ($000) $3,150 Avg Close — Range —
Q1 2018
Shares 11,134 Value ($000) $2,955 Avg Close — Range —
Q4 2017
Shares 11,281 Value ($000) $3,033 Avg Close — Range —