ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

BEESE FULMER INVESTMENT MANAGEMENT, INC.'s Holding History (CIK: 0000911274)

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

Q4 2025
Shares 2,764 Value ($000) $1,893 Avg Close — Range —
Q3 2025
Shares 2,654 Value ($000) $1,777 Avg Close — Range —
Q2 2025
Shares 2,657 Value ($000) $1,649 Avg Close — Range —
Q1 2025
Shares 2,189 Value ($000) $1,230 Avg Close — Range —
Q4 2024
Shares 1,983 Value ($000) $1,167 Avg Close — Range —
Q3 2024
Shares 1,980 Value ($000) $1,142 Avg Close — Range —
Q2 2024
Shares 1,346 Value ($000) $737 Avg Close — Range —
Q1 2024
Shares 1,308 Value ($000) $688 Avg Close — Range —
Q4 2023
Shares 672 Value ($000) $321 Avg Close — Range —
Q3 2023
Shares 704 Value ($000) $302 Avg Close — Range —
Q2 2023
Shares 695 Value ($000) $310 Avg Close — Range —
Q1 2023
Shares 693 Value ($000) $285 Avg Close — Range —
Q4 2022
Shares 713 Value ($000) $274 Avg Close — Range —
Q3 2021
Shares 500 Value ($000) $215 Avg Close — Range —
Q2 2020
Shares 43 Value ($000) $13 Avg Close — Range —