ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Mittelman Wealth Management's Holding History (CIK: 0002021464)

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

Q3 2025
Shares 456 Value ($000) $306 Avg Close — Range —
Q2 2025
Shares 477 Value ($000) $296 Avg Close — Range —
Q1 2025
Shares 1,149 Value ($000) $646 Avg Close — Range —
Q4 2024
Shares 1,206 Value ($000) $710 Avg Close — Range —
Q3 2024
Shares 1,211 Value ($000) $699 Avg Close — Range —
Q2 2024
Shares 1,236 Value ($000) $676 Avg Close — Range —
Q1 2024
Shares 1,315 Value ($000) $691 Avg Close — Range —