ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 23,573 Value ($000) $16,146 Avg Close Range
Q3 2025
Shares 21,193 Value ($000) $14,185 Avg Close Range
Q2 2025
Shares 20,551 Value ($000) $12,760 Avg Close Range
Q1 2025
Shares 21,096 Value ($000) $11,854 Avg Close Range
Q4 2024
Shares 20,888 Value ($000) $12,296 Avg Close Range
Q3 2024
Shares 20,832 Value ($000) $12,016 Avg Close Range
Q2 2024
Shares 23,326 Value ($000) $12,765 Avg Close Range
Q1 2024
Shares 22,358 Value ($000) $11,754 Avg Close Range
Q4 2023
Shares 22,417 Value ($000) $10,707 Avg Close Range
Q3 2023
Shares 20,976 Value ($000) $9,008 Avg Close Range
Q2 2023
Shares 21,200 Value ($000) $9,449 Avg Close Range
Q1 2023
Shares 22,079 Value ($000) $9,076 Avg Close Range
Q4 2022
Shares 28,014 Value ($000) $11,614 Avg Close Range
Q1 2022
Shares 20,844 Value ($000) $8,620 Avg Close Range
Q4 2021
Shares 21,485 Value ($000) $9,706 Avg Close Range
Q3 2021
Shares 21,507 Value ($000) $10,113 Avg Close Range
Q2 2021
Shares 21,550 Value ($000) $9,604 Avg Close Range
Q1 2021
Shares 21,396 Value ($000) $8,927 Avg Close Range
Q4 2020
Shares 20,912 Value ($000) $8,105 Avg Close Range
Q3 2020
Shares 20,144 Value ($000) $7,141 Avg Close Range
Q2 2020
Shares 20,691 Value ($000) $6,998 Avg Close Range
Q1 2020
Shares 20,871 Value ($000) $5,968 Avg Close Range
Q4 2019
Shares 20,463 Value ($000) $6,936 Avg Close Range
Q3 2019
Shares 20,785 Value ($000) $6,461 Avg Close Range
Q2 2019
Shares 20,623 Value ($000) $6,069 Avg Close Range
Q1 2019
Shares 22,487 Value ($000) $6,455 Avg Close Range
Q4 2018
Shares 22,537 Value ($000) $6,292 Avg Close Range
Q3 2018
Shares 22,648 Value ($000) $6,027 Avg Close Range
Q2 2018
Shares 20,711 Value ($000) $5,655 Avg Close Range
Q1 2018
Shares 21,105 Value ($000) $5,600 Avg Close Range
Q4 2017
Shares 19,742 Value ($000) $5,308 Avg Close Range
Q3 2017
Shares 20,381 Value ($000) $5,155 Avg Close Range
Q2 2017
Shares 19,133 Value ($000) $4,657 Avg Close Range
Q1 2017
Shares 1,859 Value ($000) $439,241 Avg Close Range
Q3 2016
Shares 17,282 Value ($000) $3,731,810 Avg Close Range
Q2 2016
Shares 10,712 Value ($000) $1,807,819 Avg Close Range
Q4 2015
Shares 8,156 Value ($000) $1,666,007 Avg Close Range
Q2 2015
Shares 1,431 Value ($000) $296 Avg Close Range
Q1 2015
Shares 7,570 Value ($000) $1,565 Avg Close Range