ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Benchmark Financial Wealth Advisors, LLC's Holding History (CIK: 0001757706)

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

Q4 2025
Shares 13,124 Value ($000) $8,989 Avg Close Range
Q3 2025
Shares 10,704 Value ($000) $7,164 Avg Close Range
Q2 2025
Shares 7,048 Value ($000) $4,376 Avg Close Range
Q1 2025
Shares 8,112 Value ($000) $4,558 Avg Close Range
Q4 2024
Shares 5,133 Value ($000) $3,022 Avg Close Range
Q3 2024
Shares 2,961 Value ($000) $1,708 Avg Close Range
Q2 2024
Shares 2,887 Value ($000) $1,580 Avg Close Range
Q1 2024
Shares 3,369 Value ($000) $1,771 Avg Close Range
Q4 2023
Shares 3,255 Value ($000) $1,555 Avg Close Range
Q3 2023
Shares 3,150 Value ($000) $1,353 Avg Close Range
Q2 2023
Shares 2,971 Value ($000) $1,324 Avg Close Range
Q1 2023
Shares 2,644 Value ($000) $1,087 Avg Close Range
Q4 2022
Shares 2,394 Value ($000) $920 Avg Close Range
Q3 2022
Shares 2,287 Value ($000) $820 Avg Close Range
Q2 2022
Shares 2,417 Value ($000) $916 Avg Close Range
Q1 2022
Shares 2,095 Value ($000) $951 Avg Close Range
Q4 2021
Shares 2,091 Value ($000) $997 Avg Close Range
Q3 2021
Shares 1,828 Value ($000) $787 Avg Close Range
Q2 2021
Shares 2,325 Value ($000) $1,000 Avg Close Range
Q1 2021
Shares 2,285 Value ($000) $909 Avg Close Range
Q4 2020
Shares 5,137 Value ($000) $1,928 Avg Close Range
Q3 2020
Shares 4,425 Value ($000) $1,487 Avg Close Range
Q2 2020
Shares 4,378 Value ($000) $1,356 Avg Close Range
Q1 2020
Shares 9,470 Value ($000) $2,447 Avg Close Range
Q4 2019
Shares 8,865 Value ($000) $2,865 Avg Close Range
Q3 2019
Shares 7,338 Value ($000) $2,191 Avg Close Range
Q2 2019
Shares 4,600 Value ($000) $1,356 Avg Close Range
Q1 2019
Shares 3,977 Value ($000) $1,132 Avg Close Range
Q4 2018
Shares 3,092 Value ($000) $778 Avg Close Range