ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

United Asset Strategies, Inc.'s Holding History (CIK: 0001539948)

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

Q4 2025
Shares 375 Value ($000) $257 Avg Close — Range —
Q3 2025
Shares 341 Value ($000) $228 Avg Close — Range —
Q2 2025
Shares 392 Value ($000) $243 Avg Close — Range —
Q1 2025
Shares 384 Value ($000) $216 Avg Close — Range —
Q4 2024
Shares 375 Value ($000) $221 Avg Close — Range —
Q3 2024
Shares 370 Value ($000) $213 Avg Close — Range —
Q2 2024
Shares 406 Value ($000) $222 Avg Close — Range —
Q4 2023
Shares 476 Value ($000) $227 Avg Close — Range —
Q4 2019
Shares 1,088 Value ($000) $352 Avg Close — Range —