ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Fortune Financial Advisors, LLC's Holding History (CIK: 0001961828)

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

Q4 2025
Shares 682 Value ($000) $467 Avg Close — Range —
Q3 2025
Shares 681 Value ($000) $456 Avg Close — Range —
Q2 2025
Shares 681 Value ($000) $423 Avg Close — Range —
Q1 2025
Shares 700 Value ($000) $393 Avg Close — Range —
Q4 2024
Shares 616 Value ($000) $363 Avg Close — Range —
Q3 2024
Shares 616 Value ($000) $355 Avg Close — Range —
Q2 2024
Shares 616 Value ($000) $337 Avg Close — Range —
Q1 2024
Shares 992 Value ($000) $522 Avg Close — Range —
Q4 2023
Shares 616 Value ($000) $294 Avg Close — Range —