ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Gratus Wealth Advisors, LLC's Holding History (CIK: 0002022161)

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

Q4 2025
Shares 4,776 Value ($000) $3,272 Avg Close — Range —
Q3 2025
Shares 4,761 Value ($000) $3,186 Avg Close — Range —
Q2 2025
Shares 4,789 Value ($000) $2,973 Avg Close — Range —
Q1 2025
Shares 4,822 Value ($000) $2,709 Avg Close — Range —
Q4 2024
Shares 4,877 Value ($000) $2,871 Avg Close — Range —
Q3 2024
Shares 4,900 Value ($000) $2,795 Avg Close — Range —
Q2 2024
Shares 4,884 Value ($000) $2,696 Avg Close — Range —
Q1 2024
Shares 4,896 Value ($000) $2,457 Avg Close — Range —
Q4 2023
Shares 4,521 Value ($000) $2,159 Avg Close — Range —