ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Finer Wealth Management, Inc.'s Holding History (CIK: 0001929071)

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

Q4 2025
Shares 693 Value ($000) $475 Avg Close — Range —
Q3 2025
Shares 693 Value ($000) $464 Avg Close — Range —
Q2 2025
Shares 691 Value ($000) $429 Avg Close — Range —
Q1 2025
Shares 740 Value ($000) $416 Avg Close — Range —
Q4 2024
Shares 740 Value ($000) $436 Avg Close — Range —
Q3 2024
Shares 823 Value ($000) $475 Avg Close — Range —
Q2 2024
Shares 823 Value ($000) $450 Avg Close — Range —
Q1 2024
Shares 853 Value ($000) $448 Avg Close — Range —
Q4 2023
Shares 853 Value ($000) $407 Avg Close — Range —
Q3 2023
Shares 966 Value ($000) $415 Avg Close — Range —
Q2 2023
Shares 1,082 Value ($000) $482 Avg Close — Range —
Q1 2023
Shares 960 Value ($000) $395 Avg Close — Range —
Q4 2022
Shares 851 Value ($000) $327 Avg Close — Range —
Q3 2022
Shares 866 Value ($000) $311 Avg Close — Range —
Q2 2022
Shares 866 Value ($000) $328 Avg Close — Range —
Q1 2022
Shares 918 Value ($000) $416 Avg Close — Range —
Q4 2021
Shares 918 Value ($000) $438 Avg Close — Range —