ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Intelligent Financial Strategies's Holding History (CIK: 0001911000)

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

Q4 2025
Shares 6,461 Value ($000) $4,426 Avg Close — Range —
Q3 2025
Shares 6,545 Value ($000) $4,380 Avg Close — Range —
Q2 2025
Shares 6,758 Value ($000) $4,196 Avg Close — Range —
Q1 2025
Shares 7,025 Value ($000) $3,947 Avg Close — Range —
Q4 2024
Shares 7,131 Value ($000) $4,198 Avg Close — Range —
Q3 2024
Shares 7,333 Value ($000) $4,230 Avg Close — Range —
Q2 2024
Shares 7,430 Value ($000) $4,066 Avg Close — Range —
Q1 2024
Shares 7,505 Value ($000) $3,946 Avg Close — Range —
Q4 2023
Shares 7,367 Value ($000) $3,519 Avg Close — Range —
Q3 2023
Shares 7,475 Value ($000) $3,225 Avg Close — Range —
Q2 2023
Shares 8,089 Value ($000) $3,605 Avg Close — Range —
Q1 2023
Shares 8,087 Value ($000) $3,325 Avg Close — Range —
Q4 2022
Shares 8,311 Value ($000) $3,193 Avg Close — Range —
Q3 2022
Shares 6,734 Value ($000) $2,415 Avg Close — Range —
Q2 2022
Shares 6,734 Value ($000) $2,553 Avg Close — Range —
Q1 2022
Shares 8,338 Value ($000) $3,783 Avg Close — Range —
Q4 2021
Shares 8,551 Value ($000) $4,079 Avg Close — Range —