ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Arkadios Wealth Advisors's Holding History (CIK: 0001800798)

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

Q4 2025
Shares 142,967 Value ($000) $97,924 Avg Close — Range —
Q3 2025
Shares 127,416 Value ($000) $85,280 Avg Close — Range —
Q2 2025
Shares 107,839 Value ($000) $66,957 Avg Close — Range —
Q1 2025
Shares 95,649 Value ($000) $53,745 Avg Close — Range —
Q4 2024
Shares 61,058 Value ($000) $35,944 Avg Close — Range —
Q3 2024
Shares 44,373 Value ($000) $25,595 Avg Close — Range —
Q2 2024
Shares 28,927 Value ($000) $15,830 Avg Close — Range —
Q1 2024
Shares 10,095 Value ($000) $5,307 Avg Close — Range —
Q4 2023
Shares 10,554 Value ($000) $5,041 Avg Close — Range —
Q3 2023
Shares 6,995 Value ($000) $3,004 Avg Close — Range —
Q2 2023
Shares 5,975 Value ($000) $2,663 Avg Close — Range —
Q1 2023
Shares 6,417 Value ($000) $2,638 Avg Close — Range —
Q4 2022
Shares 6,285 Value ($000) $2,415 Avg Close — Range —
Q3 2022
Shares 5,507 Value ($000) $1,975 Avg Close — Range —
Q2 2022
Shares 4,463 Value ($000) $1,692 Avg Close — Range —
Q1 2022
Shares 5,777 Value ($000) $2,621 Avg Close — Range —
Q4 2021
Shares 6,324 Value ($000) $3,016 Avg Close — Range —
Q3 2021
Shares 5,412 Value ($000) $2,331 Avg Close — Range —
Q2 2021
Shares 16,096 Value ($000) $6,920 Avg Close — Range —
Q1 2021
Shares 15,870 Value ($000) $6,313 Avg Close — Range —
Q4 2020
Shares 14,271 Value ($000) $5,357 Avg Close — Range —
Q3 2020
Shares 1,334 Value ($000) $465,057 Avg Close — Range —
Q2 2020
Shares 1,342 Value ($000) $429,706 Avg Close — Range —
Q1 2020
Shares 1,595 Value ($000) $412,192 Avg Close — Range —
Q4 2019
Shares 822 Value ($000) $278,324 Avg Close — Range —