ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

FSM Wealth Advisors, LLC's Holding History (CIK: 0001942548)

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

Q4 2025
Shares 5,445 Value ($000) $3,730 Avg Close — Range —
Q3 2025
Shares 5,286 Value ($000) $3,538 Avg Close — Range —
Q2 2025
Shares 5,091 Value ($000) $3,176 Avg Close — Range —
Q1 2025
Shares 4,566 Value ($000) $2,566 Avg Close — Range —
Q4 2024
Shares 4,644 Value ($000) $2,762 Avg Close — Range —
Q3 2024
Shares 4,662 Value ($000) $2,689 Avg Close — Range —
Q2 2024
Shares 4,434 Value ($000) $2,427 Avg Close — Range —
Q1 2024
Shares 4,437 Value ($000) $2,332 Avg Close — Range —
Q4 2023
Shares 4,608 Value ($000) $2,201 Avg Close — Range —
Q3 2023
Shares 4,602 Value ($000) $1,976 Avg Close — Range —
Q2 2023
Shares 4,738 Value ($000) $2,108 Avg Close — Range —
Q1 2023
Shares 5,978 Value ($000) $2,457 Avg Close — Range —
Q4 2022
Shares 6,520 Value ($000) $2,505 Avg Close — Range —
Q3 2022
Shares 6,421 Value ($000) $2,303 Avg Close — Range —
Q2 2022
Shares 4,790 Value ($000) $1,989 Avg Close — Range —