ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Fortis Group Advisors, LLC's Holding History (CIK: 0001815183)

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

Q4 2025
Shares 7,341 Value ($000) $5,101 Avg Close — Range —
Q3 2025
Shares 7,629 Value ($000) $5,226 Avg Close — Range —
Q2 2025
Shares 7,699 Value ($000) $4,887 Avg Close — Range —
Q1 2025
Shares 7,941 Value ($000) $4,462 Avg Close — Range —
Q4 2024
Shares 8,135 Value ($000) $4,789 Avg Close — Range —
Q3 2024
Shares 4,950 Value ($000) $2,855 Avg Close — Range —
Q2 2024
Shares 4,854 Value ($000) $2,656 Avg Close — Range —
Q1 2024
Shares 5,011 Value ($000) $2,635 Avg Close — Range —
Q4 2023
Shares 5,199 Value ($000) $2,151 Avg Close — Range —
Q3 2023
Shares 5,092 Value ($000) $2,095 Avg Close — Range —
Q2 2023
Shares 4,924 Value ($000) $2,195 Avg Close — Range —
Q1 2023
Shares 4,971 Value ($000) $2,076 Avg Close — Range —
Q3 2020
Shares 6,354 Value ($000) $2,134 Avg Close — Range —