ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Marion Wealth Management's Holding History (CIK: 0001911097)

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

Q4 2025
Shares 2,068 Value ($000) $1,432 Avg Close — Range —
Q3 2025
Shares 2,148 Value ($000) $1,438 Avg Close — Range —
Q2 2025
Shares 2,148 Value ($000) $1,334 Avg Close — Range —
Q1 2025
Shares 1,117 Value ($000) $628 Avg Close — Range —
Q4 2024
Shares 1,143 Value ($000) $673 Avg Close — Range —
Q3 2024
Shares 1,210 Value ($000) $698 Avg Close — Range —
Q2 2024
Shares 1,370 Value ($000) $750 Avg Close — Range —
Q1 2024
Shares 1,884 Value ($000) $990 Avg Close — Range —
Q4 2023
Shares 1,916 Value ($000) $915 Avg Close — Range —
Q3 2023
Shares 1,970 Value ($000) $846 Avg Close — Range —
Q2 2023
Shares 1,376 Value ($000) $613 Avg Close — Range —
Q1 2023
Shares 1,376 Value ($000) $566 Avg Close — Range —
Q4 2022
Shares 1,956 Value ($000) $752 Avg Close — Range —
Q3 2022
Shares 1,796 Value ($000) $644 Avg Close — Range —
Q2 2022
Shares 1,446 Value ($000) $548 Avg Close — Range —
Q1 2022
Shares 1,934 Value ($000) $877 Avg Close — Range —
Q4 2021
Shares 948 Value ($000) $452 Avg Close — Range —