ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Sterling Financial Planning, Inc.'s Holding History (CIK: 0001844278)

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

Q4 2025
Shares 12,501 Value ($000) $8,562 Avg Close — Range —
Q3 2025
Shares 12,620 Value ($000) $8,447 Avg Close — Range —
Q2 2025
Shares 12,596 Value ($000) $7,821 Avg Close — Range —
Q1 2025
Shares 12,587 Value ($000) $7,073 Avg Close — Range —
Q4 2024
Shares 12,630 Value ($000) $7,435 Avg Close — Range —
Q3 2024
Shares 12,435 Value ($000) $7,173 Avg Close — Range —
Q2 2024
Shares 12,507 Value ($000) $6,844 Avg Close — Range —
Q1 2024
Shares 12,969 Value ($000) $6,818 Avg Close — Range —
Q4 2023
Shares 13,210 Value ($000) $6,309 Avg Close — Range —
Q3 2023
Shares 13,076 Value ($000) $5,615 Avg Close — Range —
Q2 2023
Shares 13,157 Value ($000) $5,864 Avg Close — Range —
Q1 2023
Shares 12,626 Value ($000) $5,190 Avg Close — Range —
Q4 2022
Shares 12,670 Value ($000) $4,868 Avg Close — Range —
Q3 2022
Shares 12,343 Value ($000) $4,427 Avg Close — Range —
Q2 2022
Shares 12,061 Value ($000) $4,573 Avg Close — Range —
Q1 2022
Shares 11,653 Value ($000) $5,287 Avg Close — Range —
Q4 2021
Shares 12,166 Value ($000) $5,803 Avg Close — Range —
Q3 2021
Shares 11,899 Value ($000) $5,126 Avg Close — Range —
Q2 2021
Shares 12,291 Value ($000) $5,284 Avg Close — Range —
Q1 2021
Shares 12,663 Value ($000) $5,037 Avg Close — Range —
Q4 2020
Shares 12,865 Value ($000) $4,829 Avg Close — Range —