ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Bell Investment Advisors, Inc's Holding History (CIK: 0001890149)

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

Q4 2025
Shares 516 Value ($000) $353 Avg Close — Range —
Q3 2025
Shares 593 Value ($000) $397 Avg Close — Range —
Q2 2025
Shares 226 Value ($000) $140 Avg Close — Range —
Q1 2025
Shares 188 Value ($000) $106 Avg Close — Range —
Q4 2024
Shares 199 Value ($000) $117 Avg Close — Range —
Q3 2024
Shares 211 Value ($000) $122 Avg Close — Range —
Q2 2024
Shares 233 Value ($000) $128 Avg Close — Range —
Q1 2024
Shares 232 Value ($000) $122 Avg Close — Range —
Q4 2023
Shares 232 Value ($000) $111 Avg Close — Range —
Q3 2023
Shares 256 Value ($000) $110 Avg Close — Range —
Q2 2023
Shares 287 Value ($000) $128 Avg Close — Range —
Q1 2023
Shares 286 Value ($000) $117 Avg Close — Range —
Q4 2022
Shares 319 Value ($000) $122 Avg Close — Range —
Q3 2022
Shares 316 Value ($000) $113 Avg Close — Range —
Q2 2022
Shares 379 Value ($000) $144 Avg Close — Range —
Q4 2021
Shares 447 Value ($000) $213 Avg Close — Range —
Q3 2021
Shares 444 Value ($000) $191 Avg Close — Range —