ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Montz Harcus Wealth Management LLC's Holding History (CIK: 0001918613)

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

Q4 2025
Shares 1,666 Value ($000) $1,141 Avg Close — Range —
Q3 2025
Shares 1,661 Value ($000) $1,111 Avg Close — Range —
Q2 2025
Shares 1,656 Value ($000) $1,028 Avg Close — Range —
Q1 2025
Shares 1,720 Value ($000) $966 Avg Close — Range —
Q4 2024
Shares 1,624 Value ($000) $956 Avg Close — Range —
Q3 2024
Shares 1,613 Value ($000) $930 Avg Close — Range —
Q2 2024
Shares 1,607 Value ($000) $879 Avg Close — Range —
Q1 2024
Shares 1,602 Value ($000) $842 Avg Close — Range —
Q4 2023
Shares 1,622 Value ($000) $775 Avg Close — Range —
Q3 2023
Shares 1,625 Value ($000) $698 Avg Close — Range —
Q2 2023
Shares 1,625 Value ($000) $724 Avg Close — Range —
Q1 2023
Shares 1,620 Value ($000) $666 Avg Close — Range —
Q4 2022
Shares 1,614 Value ($000) $620 Avg Close — Range —
Q3 2022
Shares 1,582 Value ($000) $567 Avg Close — Range —
Q2 2022
Shares 1,574 Value ($000) $597 Avg Close — Range —
Q1 2022
Shares 1,568 Value ($000) $711 Avg Close — Range —
Q4 2021
Shares 1,563 Value ($000) $746 Avg Close — Range —