ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Alpha Financial Partners, LLC's Holding History (CIK: 0001966219)

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

Q4 2025
Shares 68,535 Value ($000) $46,943 Avg Close — Range —
Q3 2025
Shares 72,644 Value ($000) $48,620 Avg Close — Range —
Q2 2025
Shares 70,133 Value ($000) $43,546 Avg Close — Range —
Q1 2025
Shares 70,465 Value ($000) $39,595 Avg Close — Range —
Q4 2024
Shares 66,161 Value ($000) $38,948 Avg Close — Range —
Q3 2024
Shares 4,054 Value ($000) $2,338 Avg Close — Range —
Q2 2024
Shares 64,440 Value ($000) $35,263 Avg Close — Range —
Q1 2024
Shares 66,593 Value ($000) $35,010 Avg Close — Range —
Q4 2023
Shares 64,251 Value ($000) $30,688 Avg Close — Range —
Q3 2023
Shares 48,624 Value ($000) $20,881 Avg Close — Range —
Q2 2023
Shares 49,538 Value ($000) $22,080 Avg Close — Range —
Q1 2023
Shares 47,353 Value ($000) $19,466 Avg Close — Range —
Q4 2022
Shares 48,210 Value ($000) $18,523 Avg Close — Range —