ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

SFG Wealth Management, LLC.'s Holding History (CIK: 0001908914)

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

Q4 2025
Shares 713 Value ($000) $489 Avg Close — Range —
Q3 2025
Shares 593 Value ($000) $397 Avg Close — Range —
Q2 2025
Shares 593 Value ($000) $368 Avg Close — Range —
Q1 2025
Shares 545 Value ($000) $306 Avg Close — Range —
Q4 2024
Shares 568 Value ($000) $335 Avg Close — Range —
Q3 2024
Shares 600 Value ($000) $346 Avg Close — Range —
Q2 2024
Shares 785 Value ($000) $429 Avg Close — Range —
Q1 2024
Shares 727 Value ($000) $382 Avg Close — Range —
Q4 2023
Shares 578 Value ($000) $276 Avg Close — Range —
Q3 2023
Shares 795 Value ($000) $341 Avg Close — Range —
Q2 2023
Shares 783 Value ($000) $349 Avg Close — Range —
Q1 2023
Shares 861 Value ($000) $354 Avg Close — Range —
Q4 2022
Shares 860 Value ($000) $330 Avg Close — Range —
Q3 2022
Shares 850 Value ($000) $305 Avg Close — Range —
Q2 2022
Shares 858 Value ($000) $325 Avg Close — Range —
Q1 2022
Shares 857 Value ($000) $389 Avg Close — Range —
Q4 2021
Shares 897 Value ($000) $428 Avg Close — Range —