ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q4 2025
Shares 60,965 Value ($000) $41,757 Avg Close — Range —
Q3 2025
Shares 67,589 Value ($000) $45,237 Avg Close — Range —
Q2 2025
Shares 57,789 Value ($000) $35,881 Avg Close — Range —
Q1 2025
Shares 116,966 Value ($000) $65,723 Avg Close — Range —
Q4 2024
Shares 139,144 Value ($000) $81,911 Avg Close — Range —
Q3 2024
Shares 132,305 Value ($000) $76,316 Avg Close — Range —
Q2 2024
Shares 139,088 Value ($000) $76,113 Avg Close — Range —
Q1 2024
Shares 154,963 Value ($000) $81,469 Avg Close — Range —
Q4 2023
Shares 200,605 Value ($000) $95,815 Avg Close — Range —
Q3 2023
Shares 174,636 Value ($000) $75,339 Avg Close — Range —
Q2 2023
Shares 141,089 Value ($000) $62,885 Avg Close — Range —
Q1 2023
Shares 140,704 Value ($000) $57,841 Avg Close — Range —
Q4 2022
Shares 137,321 Value ($000) $52,760 Avg Close — Range —
Q3 2022
Shares 149,519 Value ($000) $53,625 Avg Close — Range —
Q2 2022
Shares 145,917 Value ($000) $55,324 Avg Close — Range —
Q1 2022
Shares 168,388 Value ($000) $76,396 Avg Close — Range —
Q4 2021
Shares 119,980 Value ($000) $57,229 Avg Close — Range —
Q3 2021
Shares 94,758 Value ($000) $40,824 Avg Close — Range —
Q2 2021
Shares 112,120 Value ($000) $48,203 Avg Close — Range —
Q1 2021
Shares 102,871 Value ($000) $40,924 Avg Close — Range —
Q4 2020
Shares 6,539 Value ($000) $2,455 Avg Close — Range —
Q3 2020
Shares 95,814 Value ($000) $32,199 Avg Close — Range —
Q2 2020
Shares 150,345 Value ($000) $46,560 Avg Close — Range —
Q1 2020
Shares 127,648 Value ($000) $32,984 Avg Close — Range —
Q4 2019
Shares 138,179 Value ($000) $44,665 Avg Close — Range —