ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

CFM WEALTH PARTNERS LLC's Holding History (CIK: 0001801097)

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

Q4 2025
Shares 765 Value ($000) $524 Avg Close Range
Q3 2025
Shares 1,022 Value ($000) $684 Avg Close Range
Q2 2025
Shares 1,161 Value ($000) $721 Avg Close Range
Q1 2025
Shares 1,195 Value ($000) $671 Avg Close Range
Q4 2024
Shares 1,230 Value ($000) $724 Avg Close Range
Q3 2024
Shares 1,133 Value ($000) $654 Avg Close Range
Q2 2024
Shares 1,132 Value ($000) $619 Avg Close Range
Q1 2024
Shares 1,132 Value ($000) $595 Avg Close Range
Q4 2023
Shares 974 Value ($000) $465 Avg Close Range
Q3 2023
Shares 974 Value ($000) $418 Avg Close Range
Q2 2023
Shares 987 Value ($000) $440 Avg Close Range
Q1 2023
Shares 996 Value ($000) $409 Avg Close Range
Q4 2022
Shares 1,023 Value ($000) $393 Avg Close Range
Q3 2022
Shares 1,023 Value ($000) $367 Avg Close Range
Q2 2022
Shares 770 Value ($000) $292 Avg Close Range
Q1 2022
Shares 1,381 Value ($000) $627 Avg Close Range
Q4 2021
Shares 2,455 Value ($000) $1,178 Avg Close Range
Q3 2021
Shares 2,610 Value ($000) $1,124 Avg Close Range
Q2 2021
Shares 2,636 Value ($000) $1,133 Avg Close Range
Q1 2021
Shares 2,884 Value ($000) $1,147 Avg Close Range
Q4 2020
Shares 2,883 Value ($000) $1,085 Avg Close Range
Q3 2020
Shares 2,883 Value ($000) $968 Avg Close Range
Q2 2020
Shares 2,883 Value ($000) $892 Avg Close Range
Q1 2020
Shares 2,961 Value ($000) $765 Avg Close Range
Q4 2019
Shares 2,768 Value ($000) $920 Avg Close Range