ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Roger Wittlin Investment Advisory, LLC's Holding History (CIK: 0001911328)

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

Q4 2025
Shares 28,556 Value ($000) $19,559 Avg Close — Range —
Q3 2025
Shares 37,668 Value ($000) $25,211 Avg Close — Range —
Q2 2025
Shares 41,142 Value ($000) $25,545 Avg Close — Range —
Q1 2025
Shares 42,699 Value ($000) $23,993 Avg Close — Range —
Q4 2024
Shares 44,257 Value ($000) $26,053 Avg Close — Range —
Q3 2024
Shares 41,754 Value ($000) $24,085 Avg Close — Range —
Q2 2024
Shares 40,191 Value ($000) $21,994 Avg Close — Range —
Q1 2024
Shares 32,360 Value ($000) $17,013 Avg Close — Range —
Q4 2023
Shares 21,231 Value ($000) $10,142 Avg Close — Range —
Q3 2023
Shares 21,013 Value ($000) $9,024 Avg Close — Range —
Q2 2023
Shares 20,259 Value ($000) $9,030 Avg Close — Range —
Q1 2023
Shares 17,532 Value ($000) $7,207 Avg Close — Range —
Q4 2022
Shares 17,461 Value ($000) $6,709 Avg Close — Range —
Q2 2022
Shares 17,379 Value ($000) $6,589 Avg Close — Range —
Q1 2022
Shares 17,350 Value ($000) $7,871 Avg Close — Range —
Q4 2021
Shares 22,632 Value ($000) $10,795 Avg Close — Range —