ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Laidlaw Wealth Management LLC's Holding History (CIK: 0001800608)

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

Q3 2023
Shares 1,072 Value ($000) $460 Avg Close Range
Q2 2023
Shares 2,101 Value ($000) $937 Avg Close Range
Q1 2023
Shares 1,893 Value ($000) $778 Avg Close Range
Q4 2022
Shares 1,911 Value ($000) $734 Avg Close Range
Q3 2022
Shares 1,889 Value ($000) $677 Avg Close Range
Q2 2022
Shares 3,918 Value ($000) $1,485 Avg Close Range
Q1 2022
Shares 4,730 Value ($000) $2,146 Avg Close Range
Q4 2021
Shares 4,989 Value ($000) $2,380 Avg Close Range
Q4 2020
Shares 12,603 Value ($000) $4,731 Avg Close Range
Q3 2020
Shares 714 Value ($000) $240 Avg Close Range
Q2 2020
Shares 1,931 Value ($000) $598 Avg Close Range
Q1 2020
Shares 1,808 Value ($000) $467 Avg Close Range
Q4 2019
Shares 2,453 Value ($000) $793 Avg Close Range