ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

WT Wealth Management's Holding History (CIK: 0001780507)

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

Q4 2025
Shares 1,465 Value ($000) $1,003 Avg Close — Range —
Q3 2025
Shares 1,465 Value ($000) $981 Avg Close — Range —
Q2 2025
Shares 1,468 Value ($000) $911 Avg Close — Range —
Q1 2025
Shares 1,533 Value ($000) $861 Avg Close — Range —
Q4 2024
Shares 1,470 Value ($000) $865 Avg Close — Range —
Q3 2024
Shares 1,478 Value ($000) $868 Avg Close — Range —
Q2 2024
Shares 1,488 Value ($000) $814 Avg Close — Range —
Q1 2024
Shares 1,509 Value ($000) $793 Avg Close — Range —
Q4 2023
Shares 1,499 Value ($000) $716 Avg Close — Range —
Q3 2023
Shares 1,499 Value ($000) $644 Avg Close — Range —
Q2 2023
Shares 1,506 Value ($000) $671 Avg Close — Range —
Q1 2023
Shares 1,516 Value ($000) $623 Avg Close — Range —
Q4 2022
Shares 1,516 Value ($000) $582 Avg Close — Range —
Q3 2022
Shares 1,516 Value ($000) $544 Avg Close — Range —
Q2 2022
Shares 1,516 Value ($000) $575 Avg Close — Range —
Q1 2022
Shares 1,644 Value ($000) $746 Avg Close — Range —
Q4 2021
Shares 1,646 Value ($000) $785 Avg Close — Range —
Q3 2021
Shares 1,525 Value ($000) $657 Avg Close — Range —
Q2 2021
Shares 1,525 Value ($000) $656 Avg Close — Range —
Q1 2021
Shares 1,517 Value ($000) $603 Avg Close — Range —
Q4 2020
Shares 1,517 Value ($000) $569 Avg Close — Range —
Q3 2020
Shares 1,517 Value ($000) $509 Avg Close — Range —