ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

IAMS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001998182)

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

Q4 2025
Shares 501 Value ($000) $343 Avg Close — Range —
Q3 2025
Shares 499 Value ($000) $334 Avg Close — Range —
Q1 2025
Shares 1,382 Value ($000) $777 Avg Close — Range —
Q4 2024
Shares 1,292 Value ($000) $761 Avg Close — Range —
Q3 2024
Shares 1,256 Value ($000) $724 Avg Close — Range —
Q2 2024
Shares 1,142 Value ($000) $625 Avg Close — Range —
Q1 2024
Shares 1,083 Value ($000) $551 Avg Close — Range —
Q4 2023
Shares 2,465 Value ($000) $1,177 Avg Close — Range —
Q3 2023
Shares 3,370 Value ($000) $1,447 Avg Close — Range —
Q1 2023
Shares 1,832 Value ($000) $744 Avg Close — Range —
Q4 2022
Shares 1,401 Value ($000) $538 Avg Close — Range —