ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Madison Wealth Partners, Inc's Holding History (CIK: 0001844424)

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

Q4 2025
Shares 34,651 Value ($000) $23,734 Avg Close — Range —
Q3 2025
Shares 33,645 Value ($000) $22,519 Avg Close — Range —
Q2 2025
Shares 33,592 Value ($000) $20,857 Avg Close — Range —
Q1 2025
Shares 31,670 Value ($000) $17,796 Avg Close — Range —
Q4 2024
Shares 30,460 Value ($000) $17,931 Avg Close — Range —
Q3 2024
Shares 29,688 Value ($000) $17,125 Avg Close — Range —
Q2 2024
Shares 28,911 Value ($000) $15,821 Avg Close — Range —
Q1 2024
Shares 30,151 Value ($000) $15,851 Avg Close — Range —
Q4 2023
Shares 29,759 Value ($000) $14,214 Avg Close — Range —
Q3 2023
Shares 28,461 Value ($000) $12,222 Avg Close — Range —
Q2 2023
Shares 27,934 Value ($000) $12,451 Avg Close — Range —
Q1 2023
Shares 25,568 Value ($000) $10,511 Avg Close — Range —
Q4 2022
Shares 24,893 Value ($000) $9,564 Avg Close — Range —
Q3 2022
Shares 24,805 Value ($000) $8,896 Avg Close — Range —
Q2 2022
Shares 24,043 Value ($000) $9,116 Avg Close — Range —
Q1 2022
Shares 22,752 Value ($000) $10,323 Avg Close — Range —
Q4 2021
Shares 21,778 Value ($000) $10,388 Avg Close — Range —
Q3 2021
Shares 19,841 Value ($000) $8,548 Avg Close — Range —
Q2 2021
Shares 18,976 Value ($000) $8,158 Avg Close — Range —
Q1 2021
Shares 18,199 Value ($000) $6,832 Avg Close — Range —
Q4 2020
Shares 18,286 Value ($000) $6,864 Avg Close — Range —