ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Towerpoint Wealth, LLC's Holding History (CIK: 0001731445)

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

Q4 2025
Shares 372 Value ($000) $255 Avg Close — Range —
Q3 2025
Shares 327 Value ($000) $219 Avg Close — Range —
Q2 2025
Shares 328 Value ($000) $203 Avg Close — Range —
Q1 2024
Shares 658 Value ($000) $346 Avg Close — Range —
Q1 2022
Shares 442 Value ($000) $201 Avg Close — Range —
Q4 2021
Shares 879 Value ($000) $419 Avg Close — Range —
Q3 2021
Shares 876 Value ($000) $377 Avg Close — Range —
Q2 2021
Shares 711 Value ($000) $306 Avg Close — Range —
Q1 2021
Shares 695 Value ($000) $277 Avg Close — Range —
Q4 2020
Shares 695 Value ($000) $261 Avg Close — Range —
Q3 2020
Shares 693 Value ($000) $233 Avg Close — Range —
Q2 2020
Shares 876 Value ($000) $271 Avg Close — Range —
Q1 2020
Shares 871 Value ($000) $225 Avg Close — Range —
Q4 2019
Shares 745 Value ($000) $241 Avg Close — Range —
Q3 2019
Shares 275 Value ($000) $82 Avg Close — Range —