ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

SWS Partners's Holding History (CIK: 0001731731)

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

Q4 2025
Shares 58,134 Value ($000) $39,819 Avg Close — Range —
Q3 2025
Shares 57,361 Value ($000) $38,392 Avg Close — Range —
Q2 2025
Shares 56,886 Value ($000) $35,321 Avg Close — Range —
Q1 2025
Shares 52,884 Value ($000) $29,716 Avg Close — Range —
Q4 2024
Shares 53,674 Value ($000) $31,597 Avg Close — Range —
Q3 2024
Shares 47,735 Value ($000) $27,527 Avg Close — Range —
Q2 2024
Shares 47,064 Value ($000) $25,755 Avg Close — Range —
Q1 2024
Shares 48,635 Value ($000) $25,569 Avg Close — Range —
Q4 2023
Shares 50,085 Value ($000) $23,922 Avg Close — Range —
Q3 2023
Shares 39,475 Value ($000) $16,952 Avg Close — Range —
Q2 2023
Shares 39,144 Value ($000) $17,447 Avg Close — Range —
Q1 2023
Shares 39,876 Value ($000) $16,392 Avg Close — Range —
Q4 2022
Shares 35,291 Value ($000) $14 Avg Close — Range —
Q3 2022
Shares 34,831 Value ($000) $12,492 Avg Close — Range —
Q4 2020
Shares 21,717 Value ($000) $8,152 Avg Close — Range —
Q3 2020
Shares 20,524 Value ($000) $6,897 Avg Close — Range —
Q1 2020
Shares 21,691 Value ($000) $5,605 Avg Close — Range —
Q3 2019
Shares 21,204 Value ($000) $6,637 Avg Close — Range —
Q2 2019
Shares 19,769 Value ($000) $5,943 Avg Close — Range —
Q4 2018
Shares 14,006 Value ($000) $3,524 Avg Close — Range —
Q3 2018
Shares 11,688 Value ($000) $3,421 Avg Close — Range —
Q2 2018
Shares 10,066 Value ($000) $2,749 Avg Close — Range —
Q1 2018
Shares 7,133 Value ($000) $1,849 Avg Close — Range —
Q4 2017
Shares 2,547 Value ($000) $685 Avg Close — Range —