ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 6,094 Value ($000) $4,174 Avg Close — Range —
Q3 2025
Shares 6,050 Value ($000) $4,049 Avg Close — Range —
Q2 2025
Shares 6,122 Value ($000) $3,801 Avg Close — Range —
Q1 2025
Shares 6,860 Value ($000) $3,855 Avg Close — Range —
Q4 2024
Shares 7,512 Value ($000) $4,422 Avg Close — Range —
Q3 2024
Shares 6,954 Value ($000) $4,011 Avg Close — Range —
Q2 2024
Shares 7,427 Value ($000) $4,064 Avg Close — Range —
Q1 2024
Shares 7,804 Value ($000) $4,103 Avg Close — Range —
Q4 2023
Shares 9,420 Value ($000) $4,499 Avg Close — Range —
Q3 2023
Shares 7,517 Value ($000) $3,228 Avg Close — Range —
Q2 2023
Shares 15,503 Value ($000) $6,962 Avg Close — Range —
Q1 2023
Shares 6,511 Value ($000) $2,677 Avg Close — Range —
Q4 2022
Shares 3,702 Value ($000) $1,422 Avg Close — Range —