INDEXIQ ETF TR

Ticker: IQSU CUSIP: 45409B461 Class: CANDRIAM US LRG

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2023
Shares 105,253 Value ($000) $4,420 Avg Close — Range —
Q3 2023
Shares 98,547 Value ($000) $3,823 Avg Close — Range —
Q2 2023
Shares 101,993 Value ($000) $3,956 Avg Close — Range —
Q1 2023
Shares 234,485 Value ($000) $7,500 Avg Close — Range —
Q4 2022
Shares 226,715 Value ($000) $7,251 Avg Close — Range —
Q3 2022
Shares 238,487 Value ($000) $7,318 Avg Close — Range —
Q2 2022
Shares 170,630 Value ($000) $5,511 Avg Close — Range —