ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 23,966 Value ($000) $16,415 Avg Close Range
Q3 2025
Shares 23,742 Value ($000) $15,890 Avg Close Range
Q2 2025
Shares 23,968 Value ($000) $14,881 Avg Close Range
Q1 2025
Shares 23,707 Value ($000) $13,321 Avg Close Range
Q4 2024
Shares 24,813 Value ($000) $14,607 Avg Close Range
Q3 2024
Shares 24,762 Value ($000) $14,283 Avg Close Range
Q2 2024
Shares 25,580 Value ($000) $13,998 Avg Close Range
Q1 2024
Shares 26,806 Value ($000) $14,093 Avg Close Range
Q4 2023
Shares 27,450 Value ($000) $13,111 Avg Close Range
Q3 2023
Shares 26,107 Value ($000) $11,211 Avg Close Range
Q2 2023
Shares 26,990 Value ($000) $12,030 Avg Close Range
Q1 2023
Shares 27,233 Value ($000) $11,195 Avg Close Range
Q4 2022
Shares 27,443 Value ($000) $10,544 Avg Close Range
Q3 2022
Shares 27,724 Value ($000) $9,943 Avg Close Range
Q2 2022
Shares 27,684 Value ($000) $10,497 Avg Close Range
Q1 2022
Shares 28,241 Value ($000) $12,812 Avg Close Range
Q4 2021
Shares 27,508 Value ($000) $13,121 Avg Close Range
Q3 2021
Shares 27,633 Value ($000) $11,905 Avg Close Range
Q2 2021
Shares 27,862 Value ($000) $11,979 Avg Close Range
Q1 2021
Shares 28,119 Value ($000) $11,186 Avg Close Range
Q4 2020
Shares 27,845 Value ($000) $10,453 Avg Close Range
Q3 2020
Shares 29,177 Value ($000) $9,805 Avg Close Range
Q2 2020
Shares 30,361 Value ($000) $9,402 Avg Close Range
Q1 2020
Shares 31,601 Value ($000) $8,166 Avg Close Range
Q4 2019
Shares 37,093 Value ($000) $11,990 Avg Close Range
Q3 2019
Shares 40,323 Value ($000) $12,037 Avg Close Range
Q2 2019
Shares 41,475 Value ($000) $12,225 Avg Close Range
Q1 2019
Shares 39,464 Value ($000) $11,230 Avg Close Range
Q4 2018
Shares 31,708 Value ($000) $7,978 Avg Close Range
Q3 2018
Shares 18,807 Value ($000) $5,505 Avg Close Range
Q2 2018
Shares 12,839 Value ($000) $3,506 Avg Close Range
Q1 2018
Shares 10,285 Value ($000) $2,729 Avg Close Range
Q4 2017
Shares 4,931 Value ($000) $1,326 Avg Close Range