ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

APPLETON PARTNERS INC/MA's Holding History (CIK: 0001055290)

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

Q4 2025
Shares 5,226 Value ($000) $4 Avg Close — Range —
Q3 2025
Shares 5,216 Value ($000) $3 Avg Close — Range —
Q2 2025
Shares 5,402 Value ($000) $3 Avg Close — Range —
Q1 2025
Shares 4,962 Value ($000) $3 Avg Close — Range —
Q4 2024
Shares 4,933 Value ($000) $3 Avg Close — Range —
Q3 2024
Shares 5,110 Value ($000) $3 Avg Close — Range —
Q2 2024
Shares 5,291 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 5,291 Value ($000) $3 Avg Close — Range —
Q4 2023
Shares 5,380 Value ($000) $3 Avg Close — Range —
Q3 2023
Shares 5,311 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 5,276 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 5,294 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 5,087 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 5,087 Value ($000) $1,824 Avg Close — Range —
Q2 2022
Shares 5,342 Value ($000) $2,025 Avg Close — Range —
Q1 2022
Shares 5,523 Value ($000) $2,506 Avg Close — Range —
Q4 2021
Shares 5,029 Value ($000) $2,399 Avg Close — Range —
Q3 2021
Shares 5,036 Value ($000) $2,169 Avg Close — Range —
Q2 2021
Shares 4,663 Value ($000) $2,005 Avg Close — Range —
Q1 2021
Shares 4,693 Value ($000) $1,867 Avg Close — Range —
Q4 2020
Shares 4,958 Value ($000) $1,861 Avg Close — Range —
Q3 2020
Shares 5,396 Value ($000) $1,814 Avg Close — Range —
Q2 2020
Shares 6,010 Value ($000) $1,861 Avg Close — Range —
Q1 2020
Shares 6,136 Value ($000) $1,585 Avg Close — Range —
Q4 2019
Shares 6,249 Value ($000) $2,020 Avg Close — Range —
Q3 2019
Shares 6,249 Value ($000) $1,865 Avg Close — Range —
Q2 2019
Shares 6,241 Value ($000) $1,839 Avg Close — Range —
Q1 2019
Shares 6,668 Value ($000) $1,897 Avg Close — Range —
Q4 2018
Shares 6,844 Value ($000) $1,722 Avg Close — Range —
Q3 2018
Shares 6,839 Value ($000) $2,002 Avg Close — Range —
Q2 2018
Shares 6,111 Value ($000) $1,668 Avg Close — Range —
Q1 2018
Shares 4,561 Value ($000) $1,210 Avg Close — Range —
Q4 2017
Shares 4,694 Value ($000) $1,262 Avg Close — Range —
Q3 2017
Shares 4,799 Value ($000) $1,214 Avg Close — Range —
Q2 2017
Shares 5,075 Value ($000) $1,235 Avg Close — Range —
Q1 2017
Shares 6,825 Value ($000) $1,619 Avg Close — Range —