ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 2,120 Value ($000) $1,452 Avg Close Range
Q3 2025
Shares 2,171 Value ($000) $1,453 Avg Close Range
Q2 2025
Shares 2,188 Value ($000) $1,359 Avg Close Range
Q1 2025
Shares 2,207 Value ($000) $1,240 Avg Close Range
Q4 2024
Shares 860 Value ($000) $506 Avg Close Range
Q3 2024
Shares 866 Value ($000) $500 Avg Close Range
Q2 2024
Shares 866 Value ($000) $474 Avg Close Range
Q1 2024
Shares 1,026 Value ($000) $539 Avg Close Range
Q4 2023
Shares 866 Value ($000) $414 Avg Close Range
Q3 2023
Shares 817 Value ($000) $351 Avg Close Range
Q2 2023
Shares 721 Value ($000) $321 Avg Close Range
Q1 2023
Shares 721 Value ($000) $296 Avg Close Range
Q4 2022
Shares 721 Value ($000) $277 Avg Close Range
Q3 2022
Shares 841 Value ($000) $302 Avg Close Range
Q2 2022
Shares 896 Value ($000) $340 Avg Close Range
Q1 2022
Shares 896 Value ($000) $407 Avg Close Range
Q4 2021
Shares 986 Value ($000) $470 Avg Close Range
Q3 2021
Shares 896 Value ($000) $386 Avg Close Range
Q2 2021
Shares 896 Value ($000) $385 Avg Close Range
Q1 2021
Shares 948 Value ($000) $377 Avg Close Range
Q4 2020
Shares 1,023 Value ($000) $384 Avg Close Range
Q3 2020
Shares 1,023 Value ($000) $344 Avg Close Range
Q2 2020
Shares 1,023 Value ($000) $317 Avg Close Range
Q1 2020
Shares 1,023 Value ($000) $264 Avg Close Range
Q4 2019
Shares 1,023 Value ($000) $331 Avg Close Range