ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Leverty Financial Group, LLC's Holding History (CIK: 0001908386)

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

Q4 2025
Shares 251,427 Value ($000) $172,212 Avg Close Range
Q3 2025
Shares 223,706 Value ($000) $149,707 Avg Close Range
Q2 2025
Shares 225,722 Value ($000) $140,137 Avg Close Range
Q1 2025
Shares 47,118 Value ($000) $26,476 Avg Close Range
Q4 2024
Shares 46,244 Value ($000) $27,223 Avg Close Range
Q3 2024
Shares 46,682 Value ($000) $26,927 Avg Close Range
Q2 2024
Shares 46,440 Value ($000) $25,413 Avg Close Range
Q1 2024
Shares 46,792 Value ($000) $24,600 Avg Close Range
Q4 2023
Shares 47,297 Value ($000) $22,591 Avg Close Range
Q3 2023
Shares 47,649 Value ($000) $20,462 Avg Close Range
Q2 2023
Shares 47,861 Value ($000) $21,332 Avg Close Range
Q1 2023
Shares 48,233 Value ($000) $19,828 Avg Close Range
Q4 2022
Shares 48,668 Value ($000) $18,699 Avg Close Range
Q3 2022
Shares 140,231 Value ($000) $50,318 Avg Close Range
Q2 2022
Shares 138,033 Value ($000) $52,335 Avg Close Range
Q1 2022
Shares 144,247 Value ($000) $65,443 Avg Close Range
Q4 2021
Shares 143,249 Value ($000) $68,328 Avg Close Range