ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Stonebridge Financial Planning Group, LLC's Holding History (CIK: 0001802494)

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

Q4 2025
Shares 8,952 Value ($000) $6,131 Avg Close — Range —
Q3 2025
Shares 9,216 Value ($000) $6,168 Avg Close — Range —
Q2 2025
Shares 9,446 Value ($000) $5,865 Avg Close — Range —
Q1 2025
Shares 9,769 Value ($000) $5,489 Avg Close — Range —
Q4 2024
Shares 10,238 Value ($000) $6,027 Avg Close — Range —
Q3 2024
Shares 10,257 Value ($000) $5,916 Avg Close — Range —
Q2 2024
Shares 10,344 Value ($000) $5,660 Avg Close — Range —
Q1 2024
Shares 10,360 Value ($000) $5,447 Avg Close — Range —
Q4 2023
Shares 10,614 Value ($000) $5,070 Avg Close — Range —
Q3 2023
Shares 10,646 Value ($000) $4,572 Avg Close — Range —
Q2 2023
Shares 10,666 Value ($000) $4,754 Avg Close — Range —
Q1 2023
Shares 11,030 Value ($000) $4,534 Avg Close — Range —
Q4 2022
Shares 11,350 Value ($000) $4,361 Avg Close — Range —
Q3 2022
Shares 11,362 Value ($000) $4,075 Avg Close — Range —
Q2 2022
Shares 11,613 Value ($000) $4,403 Avg Close — Range —
Q1 2022
Shares 13,077 Value ($000) $5,933 Avg Close — Range —
Q4 2021
Shares 13,157 Value ($000) $5,838 Avg Close — Range —
Q3 2021
Shares 13,078 Value ($000) $6,102 Avg Close — Range —
Q2 2021
Shares 12,951 Value ($000) $5,686 Avg Close — Range —
Q1 2021
Shares 12,246 Value ($000) $5,060 Avg Close — Range —
Q4 2020
Shares 12,015 Value ($000) $4,510 Avg Close — Range —
Q3 2020
Shares 11,928 Value ($000) $4,156 Avg Close — Range —
Q2 2020
Shares 11,873 Value ($000) $3,722 Avg Close — Range —
Q1 2020
Shares 12,064 Value ($000) $3,317 Avg Close — Range —
Q4 2019
Shares 12,159 Value ($000) $3,930 Avg Close — Range —