ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

BXM Wealth LLC's Holding History (CIK: 0002052379)

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

Q4 2025
Shares 1,408 Value ($000) $964 Avg Close — Range —
Q3 2025
Shares 435 Value ($000) $291 Avg Close — Range —
Q2 2025
Shares 435 Value ($000) $270 Avg Close — Range —
Q1 2025
Shares 395 Value ($000) $222 Avg Close — Range —
Q4 2024
Shares 440 Value ($000) $259 Avg Close — Range —