ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

West Branch Capital LLC's Holding History (CIK: 0001738723)

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

Q4 2025
Shares 9,134 Value ($000) $6,256 Avg Close Range
Q3 2025
Shares 9,116 Value ($000) $6,101 Avg Close Range
Q2 2025
Shares 9,061 Value ($000) $5,626 Avg Close Range
Q1 2025
Shares 9,377 Value ($000) $5,269 Avg Close Range
Q4 2024
Shares 9,462 Value ($000) $5,570 Avg Close Range
Q3 2024
Shares 9,415 Value ($000) $5,431 Avg Close Range
Q2 2024
Shares 8,832 Value ($000) $4,833 Avg Close Range
Q1 2024
Shares 8,921 Value ($000) $4,690 Avg Close Range
Q4 2023
Shares 8,987 Value ($000) $4,292 Avg Close Range
Q3 2023
Shares 8,421 Value ($000) $3,616 Avg Close Range
Q2 2023
Shares 8,421 Value ($000) $3,753 Avg Close Range
Q1 2023
Shares 8,441 Value ($000) $3,470 Avg Close Range
Q4 2022
Shares 8,453 Value ($000) $3,248 Avg Close Range
Q3 2022
Shares 8,547 Value ($000) $3,066 Avg Close Range
Q2 2022
Shares 8,650 Value ($000) $3,280 Avg Close Range
Q1 2022
Shares 8,841 Value ($000) $4,011 Avg Close Range
Q4 2021
Shares 9,018 Value ($000) $4,301 Avg Close Range
Q3 2021
Shares 9,062 Value ($000) $3,904 Avg Close Range
Q2 2021
Shares 8,776 Value ($000) $3,773 Avg Close Range
Q1 2021
Shares 8,327 Value ($000) $3,313 Avg Close Range
Q4 2020
Shares 6,757 Value ($000) $2,536 Avg Close Range
Q3 2020
Shares 6,210 Value ($000) $2,087 Avg Close Range
Q2 2020
Shares 5,430 Value ($000) $1,682 Avg Close Range
Q1 2020
Shares 4,373 Value ($000) $1,130 Avg Close Range
Q4 2019
Shares 4,228 Value ($000) $1,367 Avg Close Range
Q3 2019
Shares 4,042 Value ($000) $1,207 Avg Close Range
Q2 2019
Shares 4,073 Value ($000) $1,200 Avg Close Range
Q1 2019
Shares 4,109 Value ($000) $1,169 Avg Close Range
Q4 2018
Shares 2,847 Value ($000) $716 Avg Close Range
Q3 2018
Shares 2,941 Value ($000) $861 Avg Close Range
Q2 2018
Shares 2,941 Value ($000) $803 Avg Close Range
Q1 2018
Shares 3,019 Value ($000) $801 Avg Close Range