ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

IVC Wealth Advisors LLC's Holding History (CIK: 0001842811)

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

Q4 2025
Shares 4,013 Value ($000) $229 Avg Close — Range —
Q3 2025
Shares 3,529 Value ($000) $207 Avg Close — Range —
Q2 2025
Shares 3,574 Value ($000) $202 Avg Close — Range —
Q1 2025
Shares 4,665 Value ($000) $269 Avg Close — Range —
Q4 2024
Shares 4,696 Value ($000) $269 Avg Close — Range —
Q3 2024
Shares 3,726 Value ($000) $229 Avg Close — Range —
Q2 2024
Shares 3,886 Value ($000) $208 Avg Close — Range —