ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

MOTIVE WEALTH ADVISORS's Holding History (CIK: 0001877093)

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

Q4 2025
Shares 22,440 Value ($000) $15,370 Avg Close — Range —
Q3 2025
Shares 22,440 Value ($000) $15,019 Avg Close — Range —
Q2 2025
Shares 22,811 Value ($000) $14,163 Avg Close — Range —
Q1 2025
Shares 22,956 Value ($000) $12,899 Avg Close — Range —
Q4 2024
Shares 23,427 Value ($000) $13,791 Avg Close — Range —
Q3 2024
Shares 23,705 Value ($000) $12,972 Avg Close — Range —
Q2 2024
Shares 23,705 Value ($000) $12,972 Avg Close — Range —
Q1 2024
Shares 23,719 Value ($000) $12,470 Avg Close — Range —
Q4 2023
Shares 8,009 Value ($000) $3,825 Avg Close — Range —
Q3 2023
Shares 8,166 Value ($000) $3,507 Avg Close — Range —
Q2 2023
Shares 8,166 Value ($000) $3,639 Avg Close — Range —
Q1 2023
Shares 8,166 Value ($000) $3,357 Avg Close — Range —
Q4 2022
Shares 24,321 Value ($000) $9,345 Avg Close — Range —
Q3 2022
Shares 24,936 Value ($000) $8,943 Avg Close — Range —
Q2 2022
Shares 24,936 Value ($000) $9,455 Avg Close — Range —
Q1 2022
Shares 25,516 Value ($000) $11,577 Avg Close — Range —
Q4 2021
Shares 26,836 Value ($000) $12,801 Avg Close — Range —
Q3 2021
Shares 30,293 Value ($000) $13,051 Avg Close — Range —
Q2 2021
Shares 31,514 Value ($000) $13,549 Avg Close — Range —