INDEXIQ ETF TR

Ticker: IQSI CUSIP: 45409B453 Class: NYLI CANDRIAM IN

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 11,437 Value ($000) $402 Avg Close — Range —
Q3 2025
Shares 9,243 Value ($000) $307 Avg Close — Range —
Q2 2025
Shares 9,677 Value ($000) $292 Avg Close — Range —
Q3 2024
Shares 7,569 Value ($000) $222 Avg Close — Range —
Q2 2024
Shares 8,783 Value ($000) $262 Avg Close — Range —
Q1 2024
Shares 8,783 Value ($000) $262 Avg Close — Range —
Q4 2023
Shares 8,333 Value ($000) $233 Avg Close — Range —
Q3 2023
Shares 9,675 Value ($000) $263 Avg Close — Range —
Q2 2023
Shares 9,675 Value ($000) $263 Avg Close — Range —
Q1 2023
Shares 11,141 Value ($000) $276 Avg Close — Range —
Q4 2022
Shares 10,049 Value ($000) $249 Avg Close — Range —
Q3 2022
Shares 10,051 Value ($000) $212 Avg Close — Range —