ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

McGlone Suttner Wealth Management, Inc.'s Holding History (CIK: 0001964819)

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

Q4 2025
Shares 3,686 Value ($000) $2,524 Avg Close — Range —
Q3 2025
Shares 3,498 Value ($000) $2,341 Avg Close — Range —
Q2 2025
Shares 3,454 Value ($000) $2,145 Avg Close — Range —
Q1 2025
Shares 3,415 Value ($000) $1,919 Avg Close — Range —
Q4 2024
Shares 2,921 Value ($000) $1,720 Avg Close — Range —
Q3 2024
Shares 2,472 Value ($000) $1,426 Avg Close — Range —
Q2 2024
Shares 2,851 Value ($000) $1,362 Avg Close — Range —
Q1 2024
Shares 2,825 Value ($000) $1,485 Avg Close — Range —
Q4 2023
Shares 2,851 Value ($000) $1,362 Avg Close — Range —
Q3 2023
Shares 3,277 Value ($000) $1,408 Avg Close — Range —
Q2 2023
Shares 3,491 Value ($000) $1,556 Avg Close — Range —
Q1 2023
Shares 3,509 Value ($000) $1,443 Avg Close — Range —
Q4 2022
Shares 3,717 Value ($000) $1,429 Avg Close — Range —