ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q3 2024
Shares 7,091 Value ($000) $4,090 Avg Close — Range —
Q2 2024
Shares 7,059 Value ($000) $3,863 Avg Close — Range —
Q1 2024
Shares 6,878 Value ($000) $3,616 Avg Close — Range —
Q4 2023
Shares 7,045 Value ($000) $3,365 Avg Close — Range —
Q3 2023
Shares 6,508 Value ($000) $2,795 Avg Close — Range —
Q2 2023
Shares 6,314 Value ($000) $2,814 Avg Close — Range —
Q1 2023
Shares 6,632 Value ($000) $2,726 Avg Close — Range —
Q4 2022
Shares 6,527 Value ($000) $2,508 Avg Close — Range —
Q3 2022
Shares 8,144 Value ($000) $2,921 Avg Close — Range —
Q2 2022
Shares 8,356 Value ($000) $3,168 Avg Close — Range —
Q1 2022
Shares 8,291 Value ($000) $3,761 Avg Close — Range —
Q4 2021
Shares 9,430 Value ($000) $4,498 Avg Close — Range —
Q3 2021
Shares 9,560 Value ($000) $4,119 Avg Close — Range —
Q2 2021
Shares 9,973 Value ($000) $4,288 Avg Close — Range —
Q1 2021
Shares 10,232 Value ($000) $4,071 Avg Close — Range —
Q4 2020
Shares 10,883 Value ($000) $4,086 Avg Close — Range —
Q3 2020
Shares 10,535 Value ($000) $4 Avg Close — Range —
Q2 2020
Shares 11,203 Value ($000) $3,470 Avg Close — Range —
Q1 2020
Shares 11,427 Value ($000) $2,953 Avg Close — Range —
Q4 2019
Shares 10,765 Value ($000) $3,480 Avg Close — Range —
Q3 2019
Shares 9,633 Value ($000) $2,852 Avg Close — Range —