ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Wedmont Private Capital's Holding History (CIK: 0001904274)

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

Q4 2025
Shares 14,480 Value ($000) $10,029 Avg Close Range
Q3 2025
Shares 14,327 Value ($000) $9,634 Avg Close Range
Q2 2025
Shares 14,638 Value ($000) $9,178 Avg Close Range
Q1 2025
Shares 14,095 Value ($000) $7,569 Avg Close Range
Q4 2024
Shares 13,476 Value ($000) $7,861 Avg Close Range
Q3 2024
Shares 13,404 Value ($000) $7,648 Avg Close Range
Q2 2024
Shares 13,093 Value ($000) $7,372 Avg Close Range
Q1 2024
Shares 13,130 Value ($000) $6,851 Avg Close Range
Q4 2023
Shares 12,813 Value ($000) $6,107 Avg Close Range
Q3 2023
Shares 13,067 Value ($000) $5,674 Avg Close Range
Q2 2023
Shares 12,242 Value ($000) $5,529 Avg Close Range
Q1 2023
Shares 11,351 Value ($000) $4,671 Avg Close Range
Q4 2022
Shares 12,281 Value ($000) $4,787 Avg Close Range
Q3 2022
Shares 9,693 Value ($000) $3,476 Avg Close Range
Q2 2022
Shares 9,713 Value ($000) $3,683 Avg Close Range
Q1 2022
Shares 9,708 Value ($000) $4,454 Avg Close Range
Q4 2021
Shares 9,709 Value ($000) $4,530 Avg Close Range