ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Marks Group Wealth Management, Inc's Holding History (CIK: 0001802473)

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

Q4 2025
Shares 2,009 Value ($000) $1,376 Avg Close — Range —
Q3 2025
Shares 1,601 Value ($000) $1,071 Avg Close — Range —
Q2 2025
Shares 1,598 Value ($000) $992 Avg Close — Range —
Q1 2025
Shares 1,647 Value ($000) $925 Avg Close — Range —
Q4 2024
Shares 1,667 Value ($000) $981 Avg Close — Range —
Q3 2024
Shares 1,811 Value ($000) $1,045 Avg Close — Range —
Q2 2024
Shares 1,667 Value ($000) $912 Avg Close — Range —
Q1 2024
Shares 1,542 Value ($000) $811 Avg Close — Range —
Q4 2023
Shares 1,888 Value ($000) $902 Avg Close — Range —
Q4 2021
Shares 42,369 Value ($000) $20,210 Avg Close — Range —
Q3 2021
Shares 44,329 Value ($000) $19,098 Avg Close — Range —
Q2 2021
Shares 45,443 Value ($000) $19,537 Avg Close — Range —
Q1 2021
Shares 24,349 Value ($000) $9,686 Avg Close — Range —
Q4 2020
Shares 34,858 Value ($000) $13,085 Avg Close — Range —
Q3 2020
Shares 35,740 Value ($000) $12,011 Avg Close — Range —
Q2 2020
Shares 1,114 Value ($000) $345 Avg Close — Range —
Q1 2020
Shares 1,603 Value ($000) $414 Avg Close — Range —