ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Forza Wealth Management, LLC's Holding History (CIK: 0001963030)

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

Q4 2025
Shares 6,181 Value ($000) $4,234 Avg Close — Range —
Q3 2025
Shares 6,457 Value ($000) $4,322 Avg Close — Range —
Q2 2025
Shares 5,019 Value ($000) $3,116 Avg Close — Range —
Q1 2025
Shares 2,754 Value ($000) $1,547 Avg Close — Range —
Q4 2024
Shares 2,804 Value ($000) $1,651 Avg Close — Range —
Q3 2024
Shares 3,236 Value ($000) $1,867 Avg Close — Range —
Q2 2024
Shares 2,990 Value ($000) $1,636 Avg Close — Range —
Q1 2024
Shares 2,990 Value ($000) $1,572 Avg Close — Range —
Q4 2023
Shares 3,130 Value ($000) $1,495 Avg Close — Range —
Q3 2023
Shares 3,510 Value ($000) $1,507 Avg Close — Range —
Q2 2023
Shares 3,510 Value ($000) $1,564 Avg Close — Range —
Q1 2023
Shares 3,520 Value ($000) $1,447 Avg Close — Range —
Q4 2022
Shares 3,520 Value ($000) $1,352 Avg Close — Range —