ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2025
Shares 11,766 Value ($000) $8,059 Avg Close — Range —
Q3 2025
Shares 9,569 Value ($000) $6,405 Avg Close — Range —
Q2 2025
Shares 12,940 Value ($000) $8,034 Avg Close — Range —
Q1 2025
Shares 14,031 Value ($000) $7,884 Avg Close — Range —
Q4 2024
Shares 11,991 Value ($000) $7,059 Avg Close — Range —
Q3 2024
Shares 11,076 Value ($000) $6,389 Avg Close — Range —
Q2 2024
Shares 10,938 Value ($000) $5,986 Avg Close — Range —
Q4 2023
Shares 8,738 Value ($000) $4,174 Avg Close — Range —
Q3 2023
Shares 6,496 Value ($000) $2,790 Avg Close — Range —
Q2 2023
Shares 5,359 Value ($000) $2,389 Avg Close — Range —
Q1 2023
Shares 5,128 Value ($000) $2,108 Avg Close — Range —
Q4 2022
Shares 4,803 Value ($000) $1,845 Avg Close — Range —
Q3 2022
Shares 2,227 Value ($000) $798 Avg Close — Range —
Q2 2022
Shares 2,197 Value ($000) $833 Avg Close — Range —
Q1 2022
Shares 1,927 Value ($000) $919 Avg Close — Range —
Q4 2021
Shares 1,927 Value ($000) $919 Avg Close — Range —
Q3 2021
Shares 1,927 Value ($000) $830 Avg Close — Range —
Q2 2021
Shares 1,927 Value ($000) $828 Avg Close — Range —
Q1 2021
Shares 1,927 Value ($000) $767 Avg Close — Range —
Q4 2020
Shares 2,136 Value ($000) $802 Avg Close — Range —