ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

JSF Financial, LLC's Holding History (CIK: 0001802224)

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

Q4 2025
Shares 124,474 Value ($000) $85,257 Avg Close — Range —
Q3 2025
Shares 125,533 Value ($000) $84,019 Avg Close — Range —
Q2 2025
Shares 131,982 Value ($000) $81,948 Avg Close — Range —
Q1 2025
Shares 136,697 Value ($000) $76,810 Avg Close — Range —
Q4 2024
Shares 140,620 Value ($000) $82,780 Avg Close — Range —
Q3 2024
Shares 141,355 Value ($000) $81,536 Avg Close — Range —
Q2 2024
Shares 129,565 Value ($000) $70,902 Avg Close — Range —
Q1 2024
Shares 144,113 Value ($000) $75,764 Avg Close — Range —
Q4 2023
Shares 123,963 Value ($000) $59,208 Avg Close — Range —
Q3 2023
Shares 123,635 Value ($000) $53,093 Avg Close — Range —
Q2 2023
Shares 99,086 Value ($000) $44,164 Avg Close — Range —
Q1 2023
Shares 89,523 Value ($000) $36,801 Avg Close — Range —
Q4 2022
Shares 103,588 Value ($000) $39,799 Avg Close — Range —
Q3 2022
Shares 118,378 Value ($000) $42,456 Avg Close — Range —
Q2 2022
Shares 130,362 Value ($000) $49,427 Avg Close — Range —
Q1 2022
Shares 119,762 Value ($000) $54,335 Avg Close — Range —
Q4 2021
Shares 98,444 Value ($000) $46,957 Avg Close — Range —
Q3 2021
Shares 96,171 Value ($000) $41,432 Avg Close — Range —
Q2 2021
Shares 95,030 Value ($000) $40,855 Avg Close — Range —
Q1 2021
Shares 93,829 Value ($000) $37,327 Avg Close — Range —
Q4 2020
Shares 92,826 Value ($000) $34,846 Avg Close — Range —
Q3 2020
Shares 92,976 Value ($000) $31,245 Avg Close — Range —
Q2 2020
Shares 100,145 Value ($000) $31,014 Avg Close — Range —
Q1 2020
Shares 104,647 Value ($000) $27,041 Avg Close — Range —
Q4 2019
Shares 88,590 Value ($000) $28,636 Avg Close — Range —
Q3 2019
Shares 89,283 Value ($000) $26,653 Avg Close — Range —
Q2 2019
Shares 89,362 Value ($000) $26,339 Avg Close — Range —
Q1 2019
Shares 86,550 Value ($000) $24,629 Avg Close — Range —
Q4 2018
Shares 89,242 Value ($000) $22,454 Avg Close — Range —