ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

IAG Wealth Partners, LLC's Holding History (CIK: 0001827261)

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

Q4 2025
Shares 38,341 Value ($000) $26,261 Avg Close Range
Q3 2025
Shares 40,887 Value ($000) $27,366 Avg Close Range
Q2 2025
Shares 43,646 Value ($000) $27,100 Avg Close Range
Q1 2025
Shares 40,308 Value ($000) $22,649 Avg Close Range
Q4 2024
Shares 41,352 Value ($000) $24,343 Avg Close Range
Q3 2024
Shares 42,551 Value ($000) $24,544 Avg Close Range
Q2 2024
Shares 43,571 Value ($000) $23,844 Avg Close Range
Q1 2024
Shares 43,814 Value ($000) $23,034 Avg Close Range
Q4 2023
Shares 46,111 Value ($000) $22,024 Avg Close Range
Q3 2023
Shares 48,341 Value ($000) $20,759 Avg Close Range
Q2 2023
Shares 50,281 Value ($000) $22,411 Avg Close Range
Q1 2023
Shares 51,888 Value ($000) $21,330 Avg Close Range
Q4 2022
Shares 53,865 Value ($000) $20,696 Avg Close Range
Q3 2022
Shares 52,985 Value ($000) $19,003 Avg Close Range
Q2 2022
Shares 55,422 Value ($000) $21,013 Avg Close Range
Q1 2022
Shares 54,475 Value ($000) $24,715 Avg Close Range
Q4 2021
Shares 56,491 Value ($000) $26,945 Avg Close Range
Q3 2021
Shares 60,037 Value ($000) $25,865 Avg Close Range
Q2 2021
Shares 67,421 Value ($000) $28,986 Avg Close Range
Q1 2021
Shares 69,923 Value ($000) $27,817 Avg Close Range
Q4 2020
Shares 71,584 Value ($000) $26,872 Avg Close Range
Q3 2020
Shares 74,630 Value ($000) $25,081 Avg Close Range
Q2 2020
Shares 76,975 Value ($000) $23,839 Avg Close Range
Q1 2020
Shares 77,725 Value ($000) $20,085 Avg Close Range
Q4 2019
Shares 78,392 Value ($000) $25,340 Avg Close Range