ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Adams Wealth Management's Holding History (CIK: 0001803084)

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

Q4 2025
Shares 41,253 Value ($000) $28,256 Avg Close — Range —
Q3 2025
Shares 41,901 Value ($000) $28,044 Avg Close — Range —
Q2 2025
Shares 48,120 Value ($000) $29,878 Avg Close — Range —
Q1 2025
Shares 45,402 Value ($000) $25,512 Avg Close — Range —
Q4 2024
Shares 59,266 Value ($000) $34,889 Avg Close — Range —
Q3 2024
Shares 44,189 Value ($000) $25,489 Avg Close — Range —
Q2 2024
Shares 44,475 Value ($000) $24,338 Avg Close — Range —
Q1 2024
Shares 44,327 Value ($000) $23,304 Avg Close — Range —
Q4 2023
Shares 44,290 Value ($000) $21,154 Avg Close — Range —
Q3 2023
Shares 58,371 Value ($000) $25,066 Avg Close — Range —
Q2 2023
Shares 58,740 Value ($000) $26,181 Avg Close — Range —
Q1 2023
Shares 57,286 Value ($000) $23,549 Avg Close — Range —
Q4 2022
Shares 66,327 Value ($000) $25,483 Avg Close — Range —
Q3 2022
Shares 37,300 Value ($000) $13,378 Avg Close — Range —
Q3 2020
Shares 1 Value ($000) $0 Avg Close — Range —
Q4 2019
Shares 7,809 Value ($000) $2,524 Avg Close — Range —