ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

BURKETT FINANCIAL SERVICES, LLC's Holding History (CIK: 0001762716)

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

Q4 2025
Shares 36 Value ($000) $25 Avg Close — Range —
Q3 2025
Shares 37 Value ($000) $25 Avg Close — Range —
Q2 2025
Shares 37 Value ($000) $23 Avg Close — Range —
Q1 2025
Shares 37 Value ($000) $21 Avg Close — Range —
Q4 2024
Shares 63 Value ($000) $37 Avg Close — Range —
Q3 2024
Shares 63 Value ($000) $36 Avg Close — Range —
Q2 2024
Shares 63 Value ($000) $34 Avg Close — Range —
Q1 2024
Shares 63 Value ($000) $33 Avg Close — Range —
Q4 2023
Shares 65 Value ($000) $31 Avg Close — Range —