ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Alta Wealth Advisors LLC's Holding History (CIK: 0001843826)

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

Q4 2025
Shares 8,081 Value ($000) $5,535 Avg Close — Range —
Q3 2025
Shares 6,370 Value ($000) $4,263 Avg Close — Range —
Q2 2025
Shares 6,375 Value ($000) $3,958 Avg Close — Range —
Q1 2025
Shares 5,724 Value ($000) $3,216 Avg Close — Range —
Q4 2024
Shares 5,767 Value ($000) $3,395 Avg Close — Range —
Q3 2024
Shares 4,536 Value ($000) $2,616 Avg Close — Range —
Q2 2024
Shares 3,960 Value ($000) $2,167 Avg Close — Range —
Q1 2024
Shares 4,056 Value ($000) $2,132 Avg Close — Range —
Q4 2023
Shares 3,930 Value ($000) $1,877 Avg Close — Range —
Q3 2023
Shares 6,484 Value ($000) $2,784 Avg Close — Range —
Q2 2023
Shares 6,688 Value ($000) $2,981 Avg Close — Range —
Q1 2023
Shares 7,433 Value ($000) $3,056 Avg Close — Range —
Q4 2022
Shares 7,472 Value ($000) $2,871 Avg Close — Range —
Q3 2022
Shares 8,282 Value ($000) $2,970 Avg Close — Range —
Q2 2022
Shares 8,276 Value ($000) $3,141 Avg Close — Range —
Q1 2022
Shares 8,400 Value ($000) $3,811 Avg Close — Range —
Q4 2021
Shares 8,284 Value ($000) $3,951 Avg Close — Range —
Q3 2021
Shares 7,533 Value ($000) $3,245 Avg Close — Range —
Q2 2021
Shares 7,457 Value ($000) $3,206 Avg Close — Range —
Q1 2021
Shares 7,407 Value ($000) $2,947 Avg Close — Range —
Q4 2020
Shares 7,435 Value ($000) $2,791 Avg Close — Range —