ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

WALLER FINANCIAL PLANNING GROUP, INC's Holding History (CIK: 0001736079)

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

Q4 2025
Shares 106,055 Value ($000) $72,641 Avg Close — Range —
Q3 2025
Shares 79,589 Value ($000) $53,269 Avg Close — Range —
Q2 2025
Shares 80,202 Value ($000) $49,797 Avg Close — Range —
Q1 2025
Shares 72,732 Value ($000) $40,868 Avg Close — Range —
Q4 2024
Shares 80,805 Value ($000) $47,568 Avg Close — Range —
Q3 2024
Shares 53,314 Value ($000) $30,752 Avg Close — Range —
Q2 2024
Shares 52,499 Value ($000) $28,729 Avg Close — Range —
Q1 2024
Shares 52,340 Value ($000) $27,517 Avg Close — Range —
Q4 2023
Shares 42,685 Value ($000) $20,388 Avg Close — Range —
Q3 2023
Shares 42,260 Value ($000) $18,148 Avg Close — Range —
Q2 2023
Shares 43,189 Value ($000) $19,250 Avg Close — Range —
Q1 2023
Shares 46,094 Value ($000) $18,948 Avg Close — Range —
Q4 2022
Shares 80,573 Value ($000) $30,957 Avg Close — Range —
Q3 2022
Shares 80,065 Value ($000) $28,715 Avg Close — Range —
Q2 2022
Shares 79,104 Value ($000) $29,992 Avg Close — Range —
Q1 2022
Shares 111,984 Value ($000) $50,806 Avg Close — Range —
Q4 2021
Shares 111,291 Value ($000) $53,085 Avg Close — Range —
Q3 2021
Shares 111,892 Value ($000) $48,205 Avg Close — Range —
Q2 2021
Shares 110,922 Value ($000) $47,687 Avg Close — Range —
Q1 2021
Shares 109,407 Value ($000) $43,524 Avg Close — Range —
Q4 2020
Shares 102,353 Value ($000) $38,422 Avg Close — Range —
Q3 2020
Shares 86,287 Value ($000) $28,998 Avg Close — Range —
Q2 2020
Shares 84,536 Value ($000) $26,180 Avg Close — Range —
Q1 2020
Shares 74,688 Value ($000) $19,299 Avg Close — Range —
Q4 2019
Shares 39,454 Value ($000) $12,753 Avg Close — Range —
Q3 2019
Shares 39,394 Value ($000) $12,016 Avg Close — Range —
Q2 2019
Shares 38,405 Value ($000) $11,557 Avg Close — Range —
Q1 2019
Shares 35,440 Value ($000) $10,353 Avg Close — Range —
Q4 2018
Shares 32,344 Value ($000) $8,138 Avg Close — Range —