ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

RTD Financial Advisors, Inc.'s Holding History (CIK: 0001810555)

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

Q4 2025
Shares 142,793 Value ($000) $97,804 Avg Close — Range —
Q3 2025
Shares 141,479 Value ($000) $94,692 Avg Close — Range —
Q2 2025
Shares 139,930 Value ($000) $86,882 Avg Close — Range —
Q1 2025
Shares 144,468 Value ($000) $81,177 Avg Close — Range —
Q4 2024
Shares 149,431 Value ($000) $87,967 Avg Close — Range —
Q3 2024
Shares 149,968 Value ($000) $86,505 Avg Close — Range —
Q2 2024
Shares 148,107 Value ($000) $81,048 Avg Close — Range —
Q1 2024
Shares 147,581 Value ($000) $77,588 Avg Close — Range —
Q4 2023
Shares 149,018 Value ($000) $71,176 Avg Close — Range —
Q3 2023
Shares 151,730 Value ($000) $65,157 Avg Close — Range —
Q2 2023
Shares 155,267 Value ($000) $69,204 Avg Close — Range —
Q1 2023
Shares 153,068 Value ($000) $62,923 Avg Close — Range —
Q4 2022
Shares 150,879 Value ($000) $57,969 Avg Close — Range —
Q3 2022
Shares 152,334 Value ($000) $54,635 Avg Close — Range —
Q2 2022
Shares 154,257 Value ($000) $58,486 Avg Close — Range —
Q1 2022
Shares 161,621 Value ($000) $73,326 Avg Close — Range —
Q4 2021
Shares 161,869 Value ($000) $77,210 Avg Close — Range —