ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Regent Peak Wealth Advisors LLC's Holding History (CIK: 0001803329)

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

Q4 2025
Shares 3,151 Value ($000) $2,158 Avg Close — Range —
Q3 2025
Shares 3,333 Value ($000) $2,231 Avg Close — Range —
Q1 2025
Shares 3,314 Value ($000) $1,862 Avg Close — Range —
Q4 2024
Shares 3,305 Value ($000) $1,946 Avg Close — Range —
Q3 2024
Shares 3,296 Value ($000) $1,901 Avg Close — Range —
Q2 2024
Shares 3,283 Value ($000) $1,797 Avg Close — Range —
Q1 2024
Shares 3,644 Value ($000) $1,916 Avg Close — Range —
Q4 2023
Shares 3,430 Value ($000) $1,638 Avg Close — Range —
Q3 2023
Shares 3,405 Value ($000) $1,462 Avg Close — Range —
Q2 2023
Shares 3,405 Value ($000) $1,518 Avg Close — Range —
Q1 2023
Shares 4,551 Value ($000) $1,871 Avg Close — Range —
Q4 2022
Shares 4,512 Value ($000) $1,734 Avg Close — Range —
Q3 2022
Shares 4,843 Value ($000) $1,737 Avg Close — Range —
Q2 2022
Shares 4,471 Value ($000) $1,695 Avg Close — Range —
Q1 2022
Shares 4,103 Value ($000) $1,862 Avg Close — Range —
Q4 2021
Shares 4,090 Value ($000) $1,951 Avg Close — Range —
Q3 2021
Shares 4,433 Value ($000) $1,910 Avg Close — Range —
Q2 2021
Shares 4,433 Value ($000) $1,952 Avg Close — Range —
Q1 2021
Shares 3,053 Value ($000) $1,214 Avg Close — Range —
Q4 2020
Shares 3,053 Value ($000) $1,146 Avg Close — Range —
Q3 2020
Shares 2,918 Value ($000) $981 Avg Close — Range —
Q2 2020
Shares 2,875 Value ($000) $890 Avg Close — Range —
Q1 2020
Shares 2,887 Value ($000) $746 Avg Close — Range —
Q4 2019
Shares 2,847 Value ($000) $920 Avg Close — Range —