ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 40,337 Value ($000) $27,564 Avg Close — Range —
Q3 2025
Shares 40,259 Value ($000) $26,946 Avg Close — Range —
Q2 2025
Shares 39,841 Value ($000) $24,737 Avg Close — Range —
Q1 2025
Shares 44,266 Value ($000) $24,851 Avg Close — Range —
Q4 2024
Shares 59,813 Value ($000) $35,189 Avg Close — Range —
Q3 2024
Shares 71,735 Value ($000) $41,377 Avg Close — Range —
Q2 2024
Shares 1,365,215 Value ($000) $40 Avg Close — Range —
Q1 2024
Shares 115,072 Value ($000) $61 Avg Close — Range —
Q4 2023
Shares 125,402 Value ($000) $60 Avg Close — Range —
Q3 2023
Shares 113,357 Value ($000) $49 Avg Close — Range —
Q2 2023
Shares 105,378 Value ($000) $46,968 Avg Close — Range —
Q1 2023
Shares 104,546 Value ($000) $43,065 Avg Close — Range —
Q3 2022
Shares 98,220 Value ($000) $35,218 Avg Close — Range —
Q2 2022
Shares 92,872 Value ($000) $35,202 Avg Close — Range —
Q1 2022
Shares 85,341 Value ($000) $38,574 Avg Close — Range —
Q4 2021
Shares 63,083 Value ($000) $29,990 Avg Close — Range —
Q3 2021
Shares 57,132 Value ($000) $24,615 Avg Close — Range —
Q2 2021
Shares 55,660 Value ($000) $23,925 Avg Close — Range —
Q1 2021
Shares 42,885 Value ($000) $16,193 Avg Close — Range —
Q4 2020
Shares 42,885 Value ($000) $16,193 Avg Close — Range —
Q3 2020
Shares 40,971 Value ($000) $13,769 Avg Close — Range —
Q2 2020
Shares 36,221 Value ($000) $11,217 Avg Close — Range —
Q1 2020
Shares 37,992 Value ($000) $9,876 Avg Close — Range —
Q4 2019
Shares 28,107 Value ($000) $9,085 Avg Close — Range —
Q3 2019
Shares 19,021 Value ($000) $5,678 Avg Close — Range —
Q2 2019
Shares 17,418 Value ($000) $5,134 Avg Close — Range —
Q1 2019
Shares 14,399 Value ($000) $4,097 Avg Close — Range —
Q4 2018
Shares 12,525 Value ($000) $3,151 Avg Close — Range —