ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 9,712 Value ($000) $6,753 Avg Close Range
Q3 2025
Shares 10,973 Value ($000) $7,379 Avg Close Range
Q2 2025
Shares 11,444 Value ($000) $7,176 Avg Close Range
Q1 2025
Shares 11,260 Value ($000) $6,046 Avg Close Range
Q4 2024
Shares 11,374 Value ($000) $6,654 Avg Close Range
Q3 2024
Shares 11,945 Value ($000) $6,880 Avg Close Range
Q2 2024
Shares 12,433 Value ($000) $6,949 Avg Close Range
Q1 2024
Shares 12,485 Value ($000) $6,451 Avg Close Range
Q4 2023
Shares 12,902 Value ($000) $6,058 Avg Close Range
Q3 2023
Shares 13,488 Value ($000) $5,753 Avg Close Range
Q2 2023
Shares 13,223 Value ($000) $5,844 Avg Close Range
Q4 2022
Shares 13,350 Value ($000) $5,309 Avg Close Range
Q3 2022
Shares 10,601 Value ($000) $3,802 Avg Close Range
Q2 2022
Shares 6,440 Value ($000) $2,442 Avg Close Range
Q1 2022
Shares 2,056 Value ($000) $933 Avg Close Range
Q4 2021
Shares 1,938 Value ($000) $925 Avg Close Range
Q3 2021
Shares 1,693 Value ($000) $729 Avg Close Range
Q2 2021
Shares 1,770 Value ($000) $761 Avg Close Range
Q1 2021
Shares 2,168 Value ($000) $863 Avg Close Range
Q4 2020
Shares 2,379 Value ($000) $893 Avg Close Range
Q3 2020
Shares 2,409 Value ($000) $810 Avg Close Range
Q2 2020
Shares 2,643 Value ($000) $819 Avg Close Range
Q1 2020
Shares 2,274 Value ($000) $588 Avg Close Range
Q4 2019
Shares 2,874 Value ($000) $929 Avg Close Range
Q3 2019
Shares 2,860 Value ($000) $854 Avg Close Range
Q2 2019
Shares 3,392 Value ($000) $1,000 Avg Close Range