ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

SHEETS SMITH WEALTH MANAGEMENT's Holding History (CIK: 0001157436)

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

Q4 2025
Shares 42,355 Value ($000) $6,298 Avg Close — Range —
Q3 2025
Shares 42,541 Value ($000) $6,196 Avg Close — Range —
Q2 2025
Shares 42,533 Value ($000) $5,744 Avg Close — Range —
Q1 2025
Shares 42,700 Value ($000) $5,210 Avg Close — Range —
Q4 2024
Shares 43,207 Value ($000) $5,557 Avg Close — Range —
Q3 2024
Shares 43,437 Value ($000) $5,457 Avg Close — Range —
Q2 2024
Shares 43,809 Value ($000) $5,204 Avg Close — Range —
Q1 2024
Shares 43,785 Value ($000) $5,048 Avg Close — Range —
Q4 2023
Shares 43,777 Value ($000) $4,607 Avg Close — Range —
Q3 2023
Shares 44,078 Value ($000) $4,152 Avg Close — Range —
Q2 2023
Shares 44,178 Value ($000) $4,322 Avg Close — Range —
Q1 2023
Shares 44,170 Value ($000) $4,000 Avg Close — Range —
Q4 2022
Shares 44,160 Value ($000) $3,745 Avg Close — Range —
Q3 2022
Shares 44,035 Value ($000) $3,503 Avg Close — Range —
Q2 2022
Shares 44,035 Value ($000) $3,689 Avg Close — Range —
Q1 2022
Shares 43,727 Value ($000) $4,414 Avg Close — Range —
Q4 2021
Shares 40,384 Value ($000) $4,320 Avg Close — Range —
Q3 2021
Shares 40,792 Value ($000) $4,013 Avg Close — Range —
Q2 2021
Shares 40,792 Value ($000) $4,029 Avg Close — Range —
Q1 2021
Shares 40,917 Value ($000) $3,748 Avg Close — Range —
Q4 2020
Shares 40,903 Value ($000) $3,527 Avg Close — Range —
Q3 2020
Shares 39,926 Value ($000) $3,014 Avg Close — Range —
Q2 2020
Shares 39,965 Value ($000) $2,775 Avg Close — Range —
Q1 2020
Shares 40,493 Value ($000) $2,317 Avg Close — Range —
Q4 2019
Shares 32,783 Value ($000) $2,383 Avg Close — Range —
Q3 2019
Shares 32,731 Value ($000) $2,195 Avg Close — Range —
Q2 2019
Shares 30,931 Value ($000) $2,061 Avg Close — Range —
Q1 2019
Shares 27,001 Value ($000) $1,739 Avg Close — Range —
Q4 2018
Shares 26,990 Value ($000) $1,532 Avg Close — Range —
Q3 2018
Shares 24,862 Value ($000) $1,657 Avg Close — Range —
Q2 2018
Shares 26,775 Value ($000) $1,674 Avg Close — Range —
Q1 2018
Shares 26,575 Value ($000) $1,607 Avg Close — Range —
Q4 2017
Shares 26,368 Value ($000) $1,612 Avg Close — Range —
Q3 2017
Shares 26,142 Value ($000) $1,507 Avg Close — Range —
Q2 2017
Shares 26,329 Value ($000) $1,459 Avg Close — Range —
Q1 2017
Shares 25,229 Value ($000) $1,363 Avg Close — Range —
Q4 2016
Shares 22,817 Value ($000) $1,170 Avg Close — Range —
Q3 2016
Shares 20,061 Value ($000) $994 Avg Close — Range —
Q2 2016
Shares 10,031 Value ($000) $955 Avg Close — Range —
Q1 2016
Shares 9,327 Value ($000) $871 Avg Close — Range —
Q4 2015
Shares 5,822 Value ($000) $541 Avg Close — Range —
Q3 2015
Shares 5,421 Value ($000) $475 Avg Close — Range —
Q2 2015
Shares 5,819 Value ($000) $550 Avg Close — Range —
Q1 2015
Shares 3,717 Value ($000) $352 Avg Close — Range —