ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Strategic Investment Advisors / MI's Holding History (CIK: 0001760540)

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

Q4 2025
Shares 2,761 Value ($000) $1,891 Avg Close — Range —
Q3 2025
Shares 65 Value ($000) $710 Avg Close — Range —
Q2 2025
Shares 1,135 Value ($000) $705 Avg Close — Range —
Q1 2025
Shares 1,031 Value ($000) $579 Avg Close — Range —
Q4 2024
Shares 2,742 Value ($000) $1,614 Avg Close — Range —
Q3 2024
Shares 1,991 Value ($000) $1,148 Avg Close — Range —
Q2 2024
Shares 2,118 Value ($000) $1,159 Avg Close — Range —
Q1 2024
Shares 2,934 Value ($000) $1,542 Avg Close — Range —
Q4 2023
Shares 4,095 Value ($000) $1,956 Avg Close — Range —
Q3 2023
Shares 1,611 Value ($000) $692 Avg Close — Range —
Q1 2023
Shares 1,530 Value ($000) $629 Avg Close — Range —
Q4 2022
Shares 1,608 Value ($000) $618 Avg Close — Range —
Q3 2022
Shares 3,456 Value ($000) $1,239 Avg Close — Range —
Q2 2022
Shares 1,206 Value ($000) $457 Avg Close — Range —
Q1 2022
Shares 1,202 Value ($000) $545 Avg Close — Range —
Q4 2021
Shares 1,198 Value ($000) $571 Avg Close — Range —
Q3 2021
Shares 1,194 Value ($000) $514 Avg Close — Range —
Q2 2021
Shares 1,184 Value ($000) $509 Avg Close — Range —
Q1 2021
Shares 1,504 Value ($000) $599 Avg Close — Range —
Q1 2019
Shares 1,491 Value ($000) $424 Avg Close — Range —
Q4 2018
Shares 1,223 Value ($000) $308 Avg Close — Range —