ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q3 2025
Shares 3,675 Value ($000) $2,460 Avg Close — Range —
Q2 2025
Shares 3,675 Value ($000) $2,282 Avg Close — Range —
Q1 2025
Shares 4,081 Value ($000) $2,278 Avg Close — Range —
Q4 2024
Shares 3,729 Value ($000) $2,195 Avg Close — Range —
Q3 2024
Shares 3,729 Value ($000) $2,151 Avg Close — Range —
Q2 2024
Shares 3,729 Value ($000) $2,041 Avg Close — Range —
Q1 2024
Shares 3,716 Value ($000) $1,954 Avg Close — Range —
Q4 2023
Shares 3,886 Value ($000) $1,856 Avg Close — Range —
Q3 2023
Shares 986 Value ($000) $425 Avg Close — Range —
Q2 2023
Shares 1,012 Value ($000) $451 Avg Close — Range —
Q3 2022
Shares 2,000 Value ($000) $717 Avg Close — Range —
Q2 2022
Shares 2,013 Value ($000) $763 Avg Close — Range —
Q1 2022
Shares 2,010 Value ($000) $912 Avg Close — Range —
Q4 2021
Shares 5,500 Value ($000) $2,623 Avg Close — Range —