ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Mowery & Schoenfeld Wealth Management, LLC's Holding History (CIK: 0002019946)

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

Q4 2025
Shares 954 Value ($000) $653 Avg Close — Range —
Q3 2025
Shares 922 Value ($000) $617 Avg Close — Range —
Q2 2025
Shares 922 Value ($000) $572 Avg Close — Range —
Q1 2025
Shares 1,294 Value ($000) $727 Avg Close — Range —
Q4 2024
Shares 1,995 Value ($000) $1,174 Avg Close — Range —
Q3 2024
Shares 948 Value ($000) $547 Avg Close — Range —
Q2 2024
Shares 935 Value ($000) $512 Avg Close — Range —
Q1 2024
Shares 935 Value ($000) $492 Avg Close — Range —
Q4 2023
Shares 1,682 Value ($000) $803 Avg Close — Range —