ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

BEAM WEALTH ADVISORS, INC.'s Holding History (CIK: 0001803426)

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

Q4 2025
Shares 105,752 Value ($000) $72,434 Avg Close — Range —
Q3 2025
Shares 104,298 Value ($000) $69,807 Avg Close — Range —
Q2 2025
Shares 100,130 Value ($000) $62,171 Avg Close — Range —
Q1 2025
Shares 98,528 Value ($000) $55,363 Avg Close — Range —
Q4 2024
Shares 100,246 Value ($000) $59,013 Avg Close — Range —
Q3 2024
Shares 99,115 Value ($000) $57,172 Avg Close — Range —
Q2 2024
Shares 91,667 Value ($000) $50,163 Avg Close — Range —
Q1 2024
Shares 24,883 Value ($000) $13,081 Avg Close — Range —
Q4 2023
Shares 24,191 Value ($000) $11,554 Avg Close — Range —
Q3 2023
Shares 24,924 Value ($000) $10,703 Avg Close — Range —
Q2 2023
Shares 25,485 Value ($000) $11,359 Avg Close — Range —
Q1 2023
Shares 3,406 Value ($000) $1,400 Avg Close — Range —
Q4 2022
Shares 3,411 Value ($000) $1,311 Avg Close — Range —
Q3 2022
Shares 3,684 Value ($000) $1,321 Avg Close — Range —
Q2 2022
Shares 4,665 Value ($000) $1,769 Avg Close — Range —
Q1 2022
Shares 8,401 Value ($000) $3,811 Avg Close — Range —
Q4 2021
Shares 8,154 Value ($000) $3,889 Avg Close — Range —
Q3 2021
Shares 9,240 Value ($000) $3,981 Avg Close — Range —
Q2 2021
Shares 10,464 Value ($000) $4,499 Avg Close — Range —
Q1 2021
Shares 10,992 Value ($000) $4,373 Avg Close — Range —
Q4 2020
Shares 9,976 Value ($000) $3,745 Avg Close — Range —
Q3 2020
Shares 11,984 Value ($000) $4,027 Avg Close — Range —
Q2 2020
Shares 11,184 Value ($000) $3,559 Avg Close — Range —
Q1 2020
Shares 28,931 Value ($000) $7,476 Avg Close — Range —
Q4 2019
Shares 20,148 Value ($000) $6,513 Avg Close — Range —