ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Gradient Capital Advisors, LLC's Holding History (CIK: 0001727917)

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

Q4 2025
Shares 52,144 Value ($000) $35,716 Avg Close — Range —
Q3 2025
Shares 52,496 Value ($000) $35,136 Avg Close — Range —
Q2 2025
Shares 52,248 Value ($000) $32,441 Avg Close — Range —
Q1 2025
Shares 51,630 Value ($000) $29,011 Avg Close — Range —
Q4 2024
Shares 50,379 Value ($000) $29,657 Avg Close — Range —
Q3 2024
Shares 50,175 Value ($000) $28,942 Avg Close — Range —
Q2 2024
Shares 50,190 Value ($000) $27,466 Avg Close — Range —
Q1 2024
Shares 52,158 Value ($000) $27,421 Avg Close — Range —
Q4 2023
Shares 55,160 Value ($000) $26,346 Avg Close — Range —
Q3 2023
Shares 56,040 Value ($000) $24,065 Avg Close — Range —
Q2 2023
Shares 56,774 Value ($000) $25,305 Avg Close — Range —
Q1 2023
Shares 56,764 Value ($000) $23,335 Avg Close — Range —
Q4 2022
Shares 56,064 Value ($000) $21,540 Avg Close — Range —
Q3 2022
Shares 54,540 Value ($000) $19,561 Avg Close — Range —
Q2 2022
Shares 56,625 Value ($000) $21,469 Avg Close — Range —
Q1 2022
Shares 53,224 Value ($000) $24,147 Avg Close — Range —
Q4 2021
Shares 51,933 Value ($000) $24,771 Avg Close — Range —
Q3 2021
Shares 53,127 Value ($000) $22,888 Avg Close — Range —
Q2 2021
Shares 53,410 Value ($000) $22,962 Avg Close — Range —
Q1 2021
Shares 52,360 Value ($000) $20,830 Avg Close — Range —
Q4 2020
Shares 50,195 Value ($000) $18,843 Avg Close — Range —
Q3 2020
Shares 53,323 Value ($000) $17,920 Avg Close — Range —
Q2 2020
Shares 57,973 Value ($000) $17,954 Avg Close — Range —
Q1 2020
Shares 61,931 Value ($000) $16,003 Avg Close — Range —
Q4 2019
Shares 43,232 Value ($000) $13,974 Avg Close — Range —
Q3 2019
Shares 43,114 Value ($000) $12,870 Avg Close — Range —
Q2 2019
Shares 41,330 Value ($000) $12,182 Avg Close — Range —
Q1 2019
Shares 40,452 Value ($000) $11,511 Avg Close — Range —
Q4 2018
Shares 43,113 Value ($000) $10,848 Avg Close — Range —
Q3 2018
Shares 39,638 Value ($000) $11,603 Avg Close — Range —
Q2 2018
Shares 41,027 Value ($000) $11,202 Avg Close — Range —
Q1 2018
Shares 40,169 Value ($000) $10,660 Avg Close — Range —
Q4 2017
Shares 41,216 Value ($000) $11,081 Avg Close — Range —