ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Key Financial Inc's Holding History (CIK: 0001801720)

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

Q4 2025
Shares 3,868 Value ($000) $2,649 Avg Close — Range —
Q3 2025
Shares 4,244 Value ($000) $2,851 Avg Close — Range —
Q2 2025
Shares 3,885 Value ($000) $2,412 Avg Close — Range —
Q1 2025
Shares 3,885 Value ($000) $2,183 Avg Close — Range —
Q4 2024
Shares 3,946 Value ($000) $2,323 Avg Close — Range —
Q3 2024
Shares 3,974 Value ($000) $2,292 Avg Close — Range —
Q2 2024
Shares 3,992 Value ($000) $2,185 Avg Close — Range —
Q1 2024
Shares 3,337 Value ($000) $1,754 Avg Close — Range —
Q4 2023
Shares 3,460 Value ($000) $1,653 Avg Close — Range —
Q3 2023
Shares 3,460 Value ($000) $1,486 Avg Close — Range —
Q2 2023
Shares 3,409 Value ($000) $1,519 Avg Close — Range —
Q1 2023
Shares 3,546 Value ($000) $1,458 Avg Close — Range —
Q4 2022
Shares 3,760 Value ($000) $1,349 Avg Close — Range —
Q3 2022
Shares 3,760 Value ($000) $1,349 Avg Close — Range —
Q2 2022
Shares 3,640 Value ($000) $1,395 Avg Close — Range —
Q1 2022
Shares 3,705 Value ($000) $1,681 Avg Close — Range —
Q4 2021
Shares 3,644 Value ($000) $1,738 Avg Close — Range —
Q3 2021
Shares 3,718 Value ($000) $1,602 Avg Close — Range —
Q2 2021
Shares 3,884 Value ($000) $1,710 Avg Close — Range —
Q1 2021
Shares 3,884 Value ($000) $1,545 Avg Close — Range —
Q4 2020
Shares 3,981 Value ($000) $1,494 Avg Close — Range —
Q3 2020
Shares 3,692 Value ($000) $1,241 Avg Close — Range —
Q2 2020
Shares 2,235 Value ($000) $683 Avg Close — Range —
Q1 2020
Shares 2,235 Value ($000) $586 Avg Close — Range —
Q4 2019
Shares 2,857 Value ($000) $923 Avg Close — Range —