ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Allen Mooney & Barnes Investment Advisors LLC's Holding History (CIK: 0002001461)

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

Q4 2025
Shares 912 Value ($000) $624 Avg Close — Range —
Q3 2025
Shares 908 Value ($000) $608 Avg Close — Range —
Q2 2025
Shares 947 Value ($000) $588 Avg Close — Range —
Q1 2025
Shares 956 Value ($000) $537 Avg Close — Range —
Q4 2024
Shares 814 Value ($000) $479 Avg Close — Range —
Q3 2024
Shares 814 Value ($000) $470 Avg Close — Range —
Q2 2024
Shares 1,502 Value ($000) $822 Avg Close — Range —
Q1 2024
Shares 1,260 Value ($000) $656 Avg Close — Range —
Q4 2023
Shares 1,140 Value ($000) $544 Avg Close — Range —
Q3 2023
Shares 798 Value ($000) $343 Avg Close — Range —
Q2 2023
Shares 767 Value ($000) $342 Avg Close — Range —
Q1 2023
Shares 765 Value ($000) $315 Avg Close — Range —
Q4 2022
Shares 769 Value ($000) $295 Avg Close — Range —
Q3 2022
Shares 766 Value ($000) $275 Avg Close — Range —
Q2 2022
Shares 725 Value ($000) $275 Avg Close — Range —
Q1 2022
Shares 5,528 Value ($000) $2,508 Avg Close — Range —