ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q4 2025
Shares 7,147 Value ($000) $4,896 Avg Close — Range —
Q3 2025
Shares 6,836 Value ($000) $4,575 Avg Close — Range —
Q2 2025
Shares 6,822 Value ($000) $4,236 Avg Close — Range —
Q1 2025
Shares 6,850 Value ($000) $3,849 Avg Close — Range —
Q3 2024
Shares 5,023 Value ($000) $2,898 Avg Close — Range —
Q2 2024
Shares 5,379 Value ($000) $2,944 Avg Close — Range —
Q1 2024
Shares 5,429 Value ($000) $2,854 Avg Close — Range —
Q4 2023
Shares 5,440 Value ($000) $2,598 Avg Close — Range —
Q3 2023
Shares 5,387 Value ($000) $2,401 Avg Close — Range —
Q2 2023
Shares 5,387 Value ($000) $2,401 Avg Close — Range —
Q1 2023
Shares 5,387 Value ($000) $2,214 Avg Close — Range —
Q4 2022
Shares 28 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 23,225 Value ($000) $8,330 Avg Close — Range —
Q2 2022
Shares 23,528 Value ($000) $8,921 Avg Close — Range —
Q1 2022
Shares 24,943 Value ($000) $11,316 Avg Close — Range —
Q4 2021
Shares 25,005 Value ($000) $11,679 Avg Close — Range —
Q3 2021
Shares 23,374 Value ($000) $10,070 Avg Close — Range —
Q2 2021
Shares 23,374 Value ($000) $10,040 Avg Close — Range —
Q1 2021
Shares 23,386 Value ($000) $9,303 Avg Close — Range —
Q4 2020
Shares 23,166 Value ($000) $8,696 Avg Close — Range —
Q3 2020
Shares 22,707 Value ($000) $7,631 Avg Close — Range —
Q2 2020
Shares 22,705 Value ($000) $7,032 Avg Close — Range —
Q1 2020
Shares 23,823 Value ($000) $6,156 Avg Close — Range —
Q4 2019
Shares 23,663 Value ($000) $7,649 Avg Close — Range —