ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Sterling Wealth Advisors Inc's Holding History (CIK: 0001943937)

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

Q4 2025
Shares 4,592 Value ($000) $3,145 Avg Close — Range —
Q3 2025
Shares 4,722 Value ($000) $3,153 Avg Close — Range —
Q2 2025
Shares 4,722 Value ($000) $2,958 Avg Close — Range —
Q1 2025
Shares 5,057 Value ($000) $2,842 Avg Close — Range —
Q4 2024
Shares 5,057 Value ($000) $2,977 Avg Close — Range —