ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

StoneCrest Wealth Management, Inc.'s Holding History (CIK: 0002008409)

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

Q4 2025
Shares 3,551 Value ($000) $2,432 Avg Close Range
Q3 2025
Shares 3,636 Value ($000) $2,434 Avg Close Range
Q2 2025
Shares 3,773 Value ($000) $2,343 Avg Close Range
Q1 2025
Shares 3,953 Value ($000) $2,221 Avg Close Range
Q4 2024
Shares 4,176 Value ($000) $2,458 Avg Close Range
Q3 2024
Shares 4,338 Value ($000) $2,502 Avg Close Range
Q2 2024
Shares 4,578 Value ($000) $2,505 Avg Close Range
Q1 2024
Shares 5,106 Value ($000) $2,684 Avg Close Range
Q4 2023
Shares 5,308 Value ($000) $2,535 Avg Close Range