ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

VERITY Wealth Advisors's Holding History (CIK: 0001763138)

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

Q4 2025
Shares 37,850 Value ($000) $25,925 Avg Close — Range —
Q3 2025
Shares 37,850 Value ($000) $25,333 Avg Close — Range —
Q2 2025
Shares 37,850 Value ($000) $23,501 Avg Close — Range —
Q1 2025
Shares 37,884 Value ($000) $21,287 Avg Close — Range —
Q4 2024
Shares 37,884 Value ($000) $22,301 Avg Close — Range —
Q3 2024
Shares 37,884 Value ($000) $21,852 Avg Close — Range —
Q2 2024
Shares 37,949 Value ($000) $20,767 Avg Close — Range —
Q1 2024
Shares 38,035 Value ($000) $19,996 Avg Close — Range —
Q4 2023
Shares 38,094 Value ($000) $18,195 Avg Close — Range —
Q3 2023
Shares 38,249 Value ($000) $16,425 Avg Close — Range —
Q2 2023
Shares 38,175 Value ($000) $17,015 Avg Close — Range —
Q1 2023
Shares 38,319 Value ($000) $15,752 Avg Close — Range —
Q4 2022
Shares 38,338 Value ($000) $14,730 Avg Close — Range —
Q3 2022
Shares 38,452 Value ($000) $13,791 Avg Close — Range —
Q2 2022
Shares 38,452 Value ($000) $14,579 Avg Close — Range —
Q1 2022
Shares 38,667 Value ($000) $17,543 Avg Close — Range —
Q4 2021
Shares 38,377 Value ($000) $18,305 Avg Close — Range —
Q3 2021
Shares 40,442 Value ($000) $17,423 Avg Close — Range —
Q2 2021
Shares 40,442 Value ($000) $17,387 Avg Close — Range —
Q1 2021
Shares 40,515 Value ($000) $16,118 Avg Close — Range —
Q4 2020
Shares 40,535 Value ($000) $15,216 Avg Close — Range —
Q3 2020
Shares 40,539 Value ($000) $13,623 Avg Close — Range —
Q2 2020
Shares 39,944 Value ($000) $12,370 Avg Close — Range —
Q1 2020
Shares 39,944 Value ($000) $10,321 Avg Close — Range —
Q4 2019
Shares 20,957 Value ($000) $6,774 Avg Close — Range —
Q3 2019
Shares 20,956 Value ($000) $6,256 Avg Close — Range —
Q2 2019
Shares 21,058 Value ($000) $6,207 Avg Close — Range —
Q1 2019
Shares 21,054 Value ($000) $5,991 Avg Close — Range —
Q4 2018
Shares 21,007 Value ($000) $5,285 Avg Close — Range —