ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Triangle Securities Wealth Management's Holding History (CIK: 0001541353)

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

Q4 2025
Shares 962 Value ($000) $659 Avg Close — Range —
Q3 2025
Shares 1,150 Value ($000) $770 Avg Close — Range —
Q2 2025
Shares 992 Value ($000) $616 Avg Close — Range —
Q1 2025
Shares 492 Value ($000) $276 Avg Close — Range —
Q1 2024
Shares 606 Value ($000) $319 Avg Close — Range —
Q4 2023
Shares 606 Value ($000) $289 Avg Close — Range —
Q3 2023
Shares 606 Value ($000) $260 Avg Close — Range —
Q2 2023
Shares 566 Value ($000) $252 Avg Close — Range —
Q1 2023
Shares 566 Value ($000) $233 Avg Close — Range —
Q4 2022
Shares 586 Value ($000) $225 Avg Close — Range —
Q3 2014
Shares 4,575 Value ($000) $907 Avg Close — Range —
Q2 2014
Shares 4,250 Value ($000) $837 Avg Close — Range —
Q4 2013
Shares 4,250 Value ($000) $789 Avg Close — Range —
Q3 2013
Shares 4,250 Value ($000) $718 Avg Close — Range —
Q2 2013
Shares 4,250 Value ($000) $684 Avg Close — Range —