ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Walkner Condon Financial Advisors LLC's Holding History (CIK: 0001817494)

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

Q4 2025
Shares 34,553 Value ($000) $23,667 Avg Close — Range —
Q3 2025
Shares 35,072 Value ($000) $23,474 Avg Close — Range —
Q2 2025
Shares 31,590 Value ($000) $19,614 Avg Close — Range —
Q1 2025
Shares 31,556 Value ($000) $17,731 Avg Close — Range —
Q4 2024
Shares 31,910 Value ($000) $18,785 Avg Close — Range —
Q3 2024
Shares 31,852 Value ($000) $18,373 Avg Close — Range —
Q2 2024
Shares 31,630 Value ($000) $17,309 Avg Close — Range —
Q1 2024
Shares 31,411 Value ($000) $16,514 Avg Close — Range —
Q4 2023
Shares 30,253 Value ($000) $14,450 Avg Close — Range —
Q3 2023
Shares 28,572 Value ($000) $12,270 Avg Close — Range —
Q2 2023
Shares 28,345 Value ($000) $12,634 Avg Close — Range —
Q1 2023
Shares 27,349 Value ($000) $11,243 Avg Close — Range —
Q4 2022
Shares 27,040 Value ($000) $10,389 Avg Close — Range —
Q3 2022
Shares 26,688 Value ($000) $9,572 Avg Close — Range —
Q2 2022
Shares 26,423 Value ($000) $10,018 Avg Close — Range —
Q1 2022
Shares 26,378 Value ($000) $11,967,000 Avg Close — Range —
Q4 2021
Shares 1,942 Value ($000) $926,000 Avg Close — Range —
Q3 2021
Shares 1,972 Value ($000) $849 Avg Close — Range —
Q2 2021
Shares 1,184 Value ($000) $508 Avg Close — Range —
Q1 2021
Shares 1,189 Value ($000) $473 Avg Close — Range —
Q4 2020
Shares 893 Value ($000) $335 Avg Close — Range —
Q3 2020
Shares 956 Value ($000) $321 Avg Close — Range —
Q2 2020
Shares 759 Value ($000) $235 Avg Close — Range —
Q1 2020
Shares 800 Value ($000) $207 Avg Close — Range —
Q4 2019
Shares 1,170 Value ($000) $378 Avg Close — Range —