ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Global Wealth Management, LLC's Holding History (CIK: 0002039738)

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

Q4 2025
Shares 26,225 Value ($000) $17,963 Avg Close Range
Q3 2025
Shares 30,032 Value ($000) $20,101 Avg Close Range
Q2 2025
Shares 32,234 Value ($000) $20,234 Avg Close Range
Q1 2025
Shares 31,778 Value ($000) $17,856 Avg Close Range
Q4 2024
Shares 32,003 Value ($000) $18,840 Avg Close Range
Q3 2024
Shares 30,450 Value ($000) $17,564 Avg Close Range