ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

TOBIAS FINANCIAL ADVISORS, INC.'s Holding History (CIK: 0001802080)

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

Q4 2025
Shares 3,330 Value ($000) $2,281 Avg Close — Range —
Q3 2025
Shares 3,563 Value ($000) $2,385 Avg Close — Range —
Q2 2025
Shares 4,459 Value ($000) $2,769 Avg Close — Range —
Q1 2025
Shares 987 Value ($000) $555 Avg Close — Range —
Q4 2024
Shares 957 Value ($000) $563 Avg Close — Range —
Q3 2024
Shares 834 Value ($000) $481 Avg Close — Range —
Q2 2024
Shares 834 Value ($000) $456 Avg Close — Range —
Q1 2024
Shares 834 Value ($000) $438 Avg Close — Range —
Q4 2023
Shares 834 Value ($000) $398 Avg Close — Range —
Q3 2023
Shares 834 Value ($000) $358 Avg Close — Range —
Q4 2021
Shares 3,792 Value ($000) $1,809 Avg Close — Range —