ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0002006637)

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

Q4 2025
Shares 8,831 Value ($000) $6,049 Avg Close — Range —
Q3 2025
Shares 8,413 Value ($000) $5,631 Avg Close — Range —
Q2 2025
Shares 8,093 Value ($000) $5,025 Avg Close — Range —
Q1 2025
Shares 8,249 Value ($000) $4,635 Avg Close — Range —
Q4 2024
Shares 8,328 Value ($000) $4,903 Avg Close — Range —
Q3 2024
Shares 7,953 Value ($000) $4,587 Avg Close — Range —
Q2 2024
Shares 7,274 Value ($000) $3,981 Avg Close — Range —
Q1 2024
Shares 6,248 Value ($000) $3,285 Avg Close — Range —
Q4 2023
Shares 6,068 Value ($000) $2,898 Avg Close — Range —
Q3 2023
Shares 5,758 Value ($000) $2,473 Avg Close — Range —