ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

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

Q4 2025
Shares 10 Value ($000) $7 Avg Close — Range —
Q2 2023
Shares 520 Value ($000) $232 Avg Close — Range —
Q1 2023
Shares 520 Value ($000) $214 Avg Close — Range —
Q4 2022
Shares 520 Value ($000) $200 Avg Close — Range —
Q3 2022
Shares 629 Value ($000) $226 Avg Close — Range —
Q2 2022
Shares 520 Value ($000) $197 Avg Close — Range —
Q1 2022
Shares 520 Value ($000) $236 Avg Close — Range —
Q4 2021
Shares 587 Value ($000) $280 Avg Close — Range —
Q3 2021
Shares 587 Value ($000) $253 Avg Close — Range —
Q2 2021
Shares 520 Value ($000) $224 Avg Close — Range —
Q1 2021
Shares 520 Value ($000) $207 Avg Close — Range —
Q4 2020
Shares 520 Value ($000) $195 Avg Close — Range —