ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Portland Financial Advisors Inc's Holding History (CIK: 0002054942)

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

Q4 2025
Shares 1,421 Value ($000) $973 Avg Close — Range —
Q3 2025
Shares 1,486 Value ($000) $995 Avg Close — Range —
Q2 2025
Shares 1,498 Value ($000) $930 Avg Close — Range —
Q1 2025
Shares 1,498 Value ($000) $842 Avg Close — Range —
Q4 2024
Shares 1,498 Value ($000) $882 Avg Close — Range —