ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

LifeSteps Financial, Inc.'s Holding History (CIK: 0001801373)

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

Q4 2025
Shares 725 Value ($000) $497 Avg Close Range
Q3 2025
Shares 738 Value ($000) $494 Avg Close Range
Q2 2025
Shares 627 Value ($000) $389 Avg Close Range
Q1 2025
Shares 627 Value ($000) $352 Avg Close Range
Q4 2024
Shares 627 Value ($000) $369 Avg Close Range
Q3 2024
Shares 627 Value ($000) $362 Avg Close Range
Q2 2024
Shares 627 Value ($000) $343 Avg Close Range
Q1 2024
Shares 627 Value ($000) $330 Avg Close Range
Q4 2023
Shares 627 Value ($000) $299 Avg Close Range
Q3 2023
Shares 627 Value ($000) $269 Avg Close Range
Q2 2023
Shares 627 Value ($000) $279 Avg Close Range
Q1 2023
Shares 627 Value ($000) $258 Avg Close Range
Q4 2022
Shares 627 Value ($000) $241 Avg Close Range
Q3 2022
Shares 627 Value ($000) $225 Avg Close Range
Q2 2022
Shares 627 Value ($000) $238 Avg Close Range
Q1 2022
Shares 627 Value ($000) $284 Avg Close Range
Q4 2021
Shares 627 Value ($000) $299 Avg Close Range
Q3 2021
Shares 627 Value ($000) $270 Avg Close Range
Q2 2021
Shares 627 Value ($000) $270 Avg Close Range
Q1 2021
Shares 667 Value ($000) $265 Avg Close Range
Q4 2020
Shares 667 Value ($000) $250 Avg Close Range
Q3 2020
Shares 627 Value ($000) $211 Avg Close Range
Q4 2019
Shares 627 Value ($000) $203 Avg Close Range