ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 945 Value ($000) $647 Avg Close — Range —
Q3 2025
Shares 1,134 Value ($000) $759 Avg Close — Range —
Q2 2025
Shares 1,492 Value ($000) $926 Avg Close — Range —
Q1 2025
Shares 1,902 Value ($000) $1,069 Avg Close — Range —
Q4 2024
Shares 1,899 Value ($000) $1,118 Avg Close — Range —
Q3 2024
Shares 2,037 Value ($000) $1,175 Avg Close — Range —
Q2 2024
Shares 3,736 Value ($000) $2,044 Avg Close — Range —
Q1 2024
Shares 3,837 Value ($000) $2,017 Avg Close — Range —
Q4 2023
Shares 3,790 Value ($000) $1,810 Avg Close — Range —
Q3 2023
Shares 4,058 Value ($000) $1,743 Avg Close — Range —
Q2 2023
Shares 4,041 Value ($000) $1,801 Avg Close — Range —
Q1 2023
Shares 3,981 Value ($000) $1,637 Avg Close — Range —
Q4 2022
Shares 4,053 Value ($000) $1,557 Avg Close — Range —
Q3 2022
Shares 3,952 Value ($000) $1,417 Avg Close — Range —
Q2 2022
Shares 3,965 Value ($000) $1,503 Avg Close — Range —
Q1 2022
Shares 4,645 Value ($000) $2,107 Avg Close — Range —
Q4 2021
Shares 4,626 Value ($000) $2,207 Avg Close — Range —
Q3 2021
Shares 5,146 Value ($000) $2,217 Avg Close — Range —
Q2 2021
Shares 5,018 Value ($000) $2,157 Avg Close — Range —
Q1 2021
Shares 3,836 Value ($000) $1,526 Avg Close — Range —
Q4 2020
Shares 3,795 Value ($000) $1,425 Avg Close — Range —