ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

CWS Financial Advisors, LLC's Holding History (CIK: 0001802459)

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

Q4 2025
Shares 5,003 Value ($000) $3,427 Avg Close — Range —
Q3 2025
Shares 5,020 Value ($000) $3,360 Avg Close — Range —
Q2 2025
Shares 5,098 Value ($000) $3,165 Avg Close — Range —
Q1 2025
Shares 5,240 Value ($000) $2,944 Avg Close — Range —
Q4 2024
Shares 5,382 Value ($000) $3,168 Avg Close — Range —
Q3 2024
Shares 5,409 Value ($000) $3,120 Avg Close — Range —
Q2 2024
Shares 5,407 Value ($000) $2,959 Avg Close — Range —
Q1 2024
Shares 5,495 Value ($000) $2,889 Avg Close — Range —
Q4 2023
Shares 5,312 Value ($000) $2,537 Avg Close — Range —
Q3 2023
Shares 5,307 Value ($000) $2,279 Avg Close — Range —
Q2 2023
Shares 5,307 Value ($000) $2,365 Avg Close — Range —
Q1 2023
Shares 5,298 Value ($000) $2,178 Avg Close — Range —
Q4 2022
Shares 2,858 Value ($000) $1,137 Avg Close — Range —
Q3 2022
Shares 5,232 Value ($000) $1,877 Avg Close — Range —
Q2 2022
Shares 5,239 Value ($000) $1,986 Avg Close — Range —
Q1 2022
Shares 5,222 Value ($000) $2,369 Avg Close — Range —
Q4 2021
Shares 6,397 Value ($000) $3,052 Avg Close — Range —
Q2 2021
Shares 2,958 Value ($000) $1,272 Avg Close — Range —
Q1 2021
Shares 2,858 Value ($000) $1,137 Avg Close — Range —
Q4 2020
Shares 2,858 Value ($000) $1,073 Avg Close — Range —
Q3 2020
Shares 2,895 Value ($000) $973 Avg Close — Range —
Q2 2020
Shares 2,882 Value ($000) $893 Avg Close — Range —