ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

PHILLIPS FINANCIAL MANAGEMENT, LLC's Holding History (CIK: 0001350660)

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

Q4 2025
Shares 252,588 Value ($000) $173,007 Avg Close — Range —
Q3 2025
Shares 253,307 Value ($000) $169,538 Avg Close — Range —
Q2 2025
Shares 246,492 Value ($000) $153,047 Avg Close — Range —
Q1 2025
Shares 244,566 Value ($000) $137,422 Avg Close — Range —
Q4 2024
Shares 238,362 Value ($000) $140,319 Avg Close — Range —
Q3 2024
Shares 228,226 Value ($000) $131,645 Avg Close — Range —
Q2 2024
Shares 228,386 Value ($000) $124,980 Avg Close — Range —
Q1 2024
Shares 228,943 Value ($000) $120,362 Avg Close — Range —
Q4 2023
Shares 227,763 Value ($000) $108,786 Avg Close — Range —
Q3 2023
Shares 225,322 Value ($000) $96,760 Avg Close — Range —
Q2 2023
Shares 220,606 Value ($000) $98,326 Avg Close — Range —
Q1 2023
Shares 218,618 Value ($000) $89,869 Avg Close — Range —
Q4 2022
Shares 214,574 Value ($000) $82,441 Avg Close — Range —
Q3 2022
Shares 207,638 Value ($000) $74,469 Avg Close — Range —
Q2 2022
Shares 213,047 Value ($000) $80,777 Avg Close — Range —
Q1 2022
Shares 214,455 Value ($000) $97,322 Avg Close — Range —
Q4 2021
Shares 205,433 Value ($000) $97,990 Avg Close — Range —
Q3 2021
Shares 203,173 Value ($000) $87,531 Avg Close — Range —
Q2 2021
Shares 193,745 Value ($000) $83,295 Avg Close — Range —
Q1 2021
Shares 186,684 Value ($000) $74,267 Avg Close — Range —
Q4 2020
Shares 181,904 Value ($000) $68,285 Avg Close — Range —
Q3 2020
Shares 183,082 Value ($000) $61,526 Avg Close — Range —
Q2 2020
Shares 184,466 Value ($000) $57,127 Avg Close — Range —
Q1 2020
Shares 185,526 Value ($000) $45,788 Avg Close — Range —
Q4 2019
Shares 188,948 Value ($000) $61,076 Avg Close — Range —
Q3 2019
Shares 184,911 Value ($000) $55,200 Avg Close — Range —
Q2 2019
Shares 179,832 Value ($000) $53,462 Avg Close — Range —
Q1 2019
Shares 174,384 Value ($000) $50,196 Avg Close — Range —
Q4 2018
Shares 166,420 Value ($000) $41,873 Avg Close — Range —
Q3 2018
Shares 159,202 Value ($000) $46,785 Avg Close — Range —
Q2 2018
Shares 158,429 Value ($000) $43,380 Avg Close — Range —
Q1 2018
Shares 156,660 Value ($000) $40,983 Avg Close — Range —
Q4 2017
Shares 155,989 Value ($000) $42,945 Avg Close — Range —
Q3 2017
Shares 157,218 Value ($000) $39,765 Avg Close — Range —
Q2 2017
Shares 154,862 Value ($000) $38,570 Avg Close — Range —
Q1 2017
Shares 152,342 Value ($000) $35,655 Avg Close — Range —
Q4 2016
Shares 152,457 Value ($000) $34,823 Avg Close — Range —
Q3 2016
Shares 150,037 Value ($000) $32,151 Avg Close — Range —
Q2 2016
Shares 150,567 Value ($000) $32,732 Avg Close — Range —
Q1 2016
Shares 151,648 Value ($000) $31,535 Avg Close — Range —
Q4 2015
Shares 148,821 Value ($000) $28,245 Avg Close — Range —
Q3 2015
Shares 147,442 Value ($000) $29,322 Avg Close — Range —
Q2 2015
Shares 147,000 Value ($000) $31,438 Avg Close — Range —
Q1 2015
Shares 145,037 Value ($000) $30,641 Avg Close — Range —
Q4 2014
Shares 144,813 Value ($000) $29,501 Avg Close — Range —
Q3 2014
Shares 143,219 Value ($000) $27,469 Avg Close — Range —
Q2 2014
Shares 145,289 Value ($000) $28,706 Avg Close — Range —
Q1 2014
Shares 144,501 Value ($000) $27,100 Avg Close — Range —
Q4 2013
Shares 143,938 Value ($000) $26,475 Avg Close — Range —
Q3 2013
Shares 143,824 Value ($000) $24,420 Avg Close — Range —
Q2 2013
Shares 144,286 Value ($000) $24,354 Avg Close — Range —