ISHARES TR

Ticker: XVV CUSIP: 46436E569 Class: ESG SELECT SCRE

Ellenbecker Investment Group's Holding History (CIK: 0001731497)

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

Q4 2025
Shares 7,071 Value ($000) $373 Avg Close — Range —
Q3 2025
Shares 7,378 Value ($000) $380 Avg Close — Range —
Q2 2025
Shares 7,291 Value ($000) $348 Avg Close — Range —
Q1 2025
Shares 7,219 Value ($000) $309 Avg Close — Range —
Q4 2024
Shares 7,175 Value ($000) $325 Avg Close — Range —
Q3 2024
Shares 5,978 Value ($000) $264 Avg Close — Range —
Q2 2024
Shares 5,941 Value ($000) $250 Avg Close — Range —
Q1 2024
Shares 5,903 Value ($000) $238 Avg Close — Range —
Q4 2023
Shares 5,783 Value ($000) $0 Avg Close — Range —