ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

RMR Wealth Builders's Holding History (CIK: 0001803848)

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

Q4 2025
Shares 780 Value ($000) $535 Avg Close — Range —
Q3 2025
Shares 764 Value ($000) $511 Avg Close — Range —
Q2 2025
Shares 763 Value ($000) $474 Avg Close — Range —
Q1 2025
Shares 761 Value ($000) $428 Avg Close — Range —
Q4 2024
Shares 794 Value ($000) $468 Avg Close — Range —
Q3 2024
Shares 820 Value ($000) $473 Avg Close — Range —
Q2 2024
Shares 749 Value ($000) $410 Avg Close — Range —
Q1 2024
Shares 748 Value ($000) $393 Avg Close — Range —
Q4 2023
Shares 511 Value ($000) $244 Avg Close — Range —
Q4 2021
Shares 446 Value ($000) $213 Avg Close — Range —
Q1 2021
Shares 415 Value ($000) $165 Avg Close — Range —
Q4 2020
Shares 391 Value ($000) $147 Avg Close — Range —
Q2 2020
Shares 402 Value ($000) $125 Avg Close — Range —
Q4 2019
Shares 378 Value ($000) $122 Avg Close — Range —