ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Wallace Advisory Group, LLC's Holding History (CIK: 0001932645)

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

Q4 2025
Shares 2,131 Value ($000) $1,460 Avg Close Range
Q3 2025
Shares 2,590 Value ($000) $1,608 Avg Close Range
Q2 2025
Shares 4,921 Value ($000) $2,765 Avg Close Range
Q1 2025
Shares 5,144 Value ($000) $3,028 Avg Close Range
Q4 2024
Shares 4,859 Value ($000) $2,803 Avg Close Range
Q3 2024
Shares 5,327 Value ($000) $2,915 Avg Close Range
Q2 2024
Shares 5,400 Value ($000) $2,955 Avg Close Range
Q1 2024
Shares 6,863 Value ($000) $3,278 Avg Close Range
Q4 2023
Shares 7,564 Value ($000) $3,248 Avg Close Range
Q3 2023
Shares 8,176 Value ($000) $3,644 Avg Close Range
Q2 2023
Shares 8,031 Value ($000) $3,301 Avg Close Range
Q1 2023
Shares 8,031 Value ($000) $3,301 Avg Close Range
Q4 2022
Shares 7,870 Value ($000) $3,024 Avg Close Range