ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Aprio Wealth Management, LLC's Holding History (CIK: 0001803519)

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

Q4 2025
Shares 12,779 Value ($000) $10,312 Avg Close — Range —
Q3 2025
Shares 12,168 Value ($000) $8,144 Avg Close — Range —
Q2 2025
Shares 12,670 Value ($000) $7,867 Avg Close — Range —
Q1 2025
Shares 13,488 Value ($000) $7,579 Avg Close — Range —
Q4 2024
Shares 4,729 Value ($000) $2,784 Avg Close — Range —
Q3 2024
Shares 4,286 Value ($000) $2,472 Avg Close — Range —
Q2 2024
Shares 4,721 Value ($000) $2,583 Avg Close — Range —
Q1 2024
Shares 4,822 Value ($000) $2,535 Avg Close — Range —
Q4 2023
Shares 4,545 Value ($000) $2,171 Avg Close — Range —
Q3 2023
Shares 4,625 Value ($000) $1,986 Avg Close — Range —
Q2 2023
Shares 5,336 Value ($000) $2,378 Avg Close — Range —
Q1 2023
Shares 4,699 Value ($000) $1,932 Avg Close — Range —
Q4 2022
Shares 4,836 Value ($000) $1,858 Avg Close — Range —
Q3 2022
Shares 5,442 Value ($000) $1,952 Avg Close — Range —
Q2 2022
Shares 5,592 Value ($000) $2,120 Avg Close — Range —
Q1 2022
Shares 5,854 Value ($000) $2,656 Avg Close — Range —
Q4 2021
Shares 6,235 Value ($000) $2,974 Avg Close — Range —
Q3 2021
Shares 6,360 Value ($000) $2,740 Avg Close — Range —
Q2 2021
Shares 6,425 Value ($000) $2,762 Avg Close — Range —
Q4 2020
Shares 6,181 Value ($000) $2,320 Avg Close — Range —
Q3 2020
Shares 5,575 Value ($000) $1,874 Avg Close — Range —
Q2 2020
Shares 4,540 Value ($000) $1,406 Avg Close — Range —
Q1 2020
Shares 2,803 Value ($000) $724 Avg Close — Range —
Q4 2019
Shares 5,582 Value ($000) $1,804 Avg Close — Range —