ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Broadview Financial Management, LLC's Holding History (CIK: 0001697024)

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

Q4 2025
Shares 23,543 Value ($000) $16,125 Avg Close — Range —
Q3 2025
Shares 23,800 Value ($000) $15,929 Avg Close — Range —
Q2 2025
Shares 25,190 Value ($000) $15,641 Avg Close — Range —
Q1 2025
Shares 24,266 Value ($000) $13,635 Avg Close — Range —
Q4 2024
Shares 24,700 Value ($000) $14,540 Avg Close — Range —
Q3 2024
Shares 25,872 Value ($000) $14,924 Avg Close — Range —
Q2 2024
Shares 26,583 Value ($000) $14,547 Avg Close — Range —
Q1 2024
Shares 27,333 Value ($000) $14,370 Avg Close — Range —
Q4 2023
Shares 27,995 Value ($000) $13,371 Avg Close — Range —
Q3 2023
Shares 28,661 Value ($000) $12,308 Avg Close — Range —
Q2 2023
Shares 29,461 Value ($000) $13,131 Avg Close — Range —
Q1 2023
Shares 30,338 Value ($000) $12,471 Avg Close — Range —
Q4 2022
Shares 30,361 Value ($000) $11,665 Avg Close — Range —
Q3 2022
Shares 31,607 Value ($000) $11,336 Avg Close — Range —
Q2 2022
Shares 31,667 Value ($000) $12,007 Avg Close — Range —
Q1 2022
Shares 32,745 Value ($000) $14,856 Avg Close — Range —
Q4 2021
Shares 32,663 Value ($000) $15,580 Avg Close — Range —
Q3 2021
Shares 33,530 Value ($000) $14,446 Avg Close — Range —
Q2 2021
Shares 33,833 Value ($000) $14,546 Avg Close — Range —
Q1 2021
Shares 34,558 Value ($000) $13,748 Avg Close — Range —
Q4 2020
Shares 34,889 Value ($000) $13,097 Avg Close — Range —
Q3 2020
Shares 36,254 Value ($000) $12,184 Avg Close — Range —
Q2 2020
Shares 39,017 Value ($000) $12,083 Avg Close — Range —
Q1 2020
Shares 42,475 Value ($000) $10,976 Avg Close — Range —
Q4 2019
Shares 43,431 Value ($000) $14,039 Avg Close — Range —
Q3 2019
Shares 44,929 Value ($000) $13,412 Avg Close — Range —
Q2 2019
Shares 45,726 Value ($000) $13,478 Avg Close — Range —
Q1 2019
Shares 46,559 Value ($000) $13,249 Avg Close — Range —
Q4 2018
Shares 46,695 Value ($000) $11,749 Avg Close — Range —
Q3 2018
Shares 45,177 Value ($000) $13,225 Avg Close — Range —
Q2 2018
Shares 46,654 Value ($000) $12,739 Avg Close — Range —
Q1 2018
Shares 47,088 Value ($000) $12,496 Avg Close — Range —
Q4 2017
Shares 48,761 Value ($000) $13,110 Avg Close — Range —