ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

BCS Wealth Management's Holding History (CIK: 0001798172)

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

Q4 2025
Shares 5,886 Value ($000) $4,032 Avg Close — Range —
Q3 2025
Shares 1,248 Value ($000) $835 Avg Close — Range —
Q2 2025
Shares 1,416 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 1,419 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 1,409 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 491 Value ($000) $0 Avg Close — Range —
Q4 2021
Shares 437 Value ($000) $208 Avg Close — Range —