ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Northwest Financial Advisors's Holding History (CIK: 0002010635)

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

Q4 2025
Shares 1,953 Value ($000) $1,338 Avg Close — Range —
Q3 2025
Shares 1,670 Value ($000) $1,118 Avg Close — Range —
Q2 2025
Shares 1,654 Value ($000) $1,027 Avg Close — Range —
Q1 2025
Shares 2,011 Value ($000) $1,130 Avg Close — Range —
Q4 2024
Shares 2,048 Value ($000) $1,206 Avg Close — Range —
Q3 2024
Shares 1,741 Value ($000) $1,004 Avg Close — Range —
Q2 2024
Shares 1,807 Value ($000) $989 Avg Close — Range —
Q1 2024
Shares 1,827 Value ($000) $961 Avg Close — Range —
Q4 2023
Shares 3,327 Value ($000) $1,589 Avg Close — Range —