ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 344,504 Value ($000) $51,224 Avg Close Range
Q3 2025
Shares 352,030 Value ($000) $51,273 Avg Close Range
Q2 2025
Shares 371,676 Value ($000) $50,191 Avg Close Range
Q1 2025
Shares 385,270 Value ($000) $47,007 Avg Close Range
Q4 2024
Shares 394,871 Value ($000) $50,788 Avg Close Range
Q3 2024
Shares 398,812 Value ($000) $50,099 Avg Close Range
Q2 2024
Shares 411,570 Value ($000) $48,886 Avg Close Range
Q1 2024
Shares 413,404 Value ($000) $47,666 Avg Close Range
Q4 2023
Shares 582,192 Value ($000) $61,264 Avg Close Range
Q3 2023
Shares 754,776 Value ($000) $71,092 Avg Close Range
Q2 2023
Shares 424,478 Value ($000) $41,531 Avg Close Range
Q1 2023
Shares 428,869 Value ($000) $38,834 Avg Close Range
Q4 2022
Shares 454,175 Value ($000) $38,514 Avg Close Range
Q3 2022
Shares 379,675 Value ($000) $30,200 Avg Close Range
Q2 2022
Shares 308,314 Value ($000) $25,831 Avg Close Range
Q1 2022
Shares 233,859 Value ($000) $23,606 Avg Close Range
Q4 2021
Shares 185,206 Value ($000) $19,813 Avg Close Range
Q3 2021
Shares 184,589 Value ($000) $18,160 Avg Close Range
Q2 2021
Shares 188,707 Value ($000) $18,637 Avg Close Range
Q1 2021
Shares 187,239 Value ($000) $17,151 Avg Close Range
Q4 2020
Shares 186,711 Value ($000) $16,098 Avg Close Range
Q3 2020
Shares 194,014 Value ($000) $14,646 Avg Close Range
Q2 2020
Shares 207,433 Value ($000) $14,404 Avg Close Range
Q1 2020
Shares 227,182 Value ($000) $12,997 Avg Close Range
Q4 2019
Shares 223,979 Value ($000) $16,281 Avg Close Range
Q3 2019
Shares 234,060 Value ($000) $15,698 Avg Close Range
Q2 2019
Shares 232,156 Value ($000) $15,469 Avg Close Range
Q1 2019
Shares 217,342 Value ($000) $13,997 Avg Close Range
Q4 2018
Shares 242,470 Value ($000) $13,763 Avg Close Range
Q3 2018
Shares 133,183 Value ($000) $8,874 Avg Close Range
Q2 2018
Shares 115,830 Value ($000) $7,242 Avg Close Range
Q1 2018
Shares 101,680 Value ($000) $6,148 Avg Close Range
Q4 2017
Shares 94,130 Value ($000) $5,755 Avg Close Range
Q3 2017
Shares 88,215 Value ($000) $5,084 Avg Close Range
Q2 2017
Shares 82,108 Value ($000) $4,550 Avg Close Range
Q1 2017
Shares 70,459 Value ($000) $3,807 Avg Close Range
Q4 2016
Shares 64,655 Value ($000) $3,316 Avg Close Range
Q3 2016
Shares 60,796 Value ($000) $3,011 Avg Close Range
Q2 2016
Shares 21,828 Value ($000) $2,079 Avg Close Range
Q1 2016
Shares 6,045 Value ($000) $564 Avg Close Range
Q3 2015
Shares 3,172 Value ($000) $278 Avg Close Range
Q2 2015
Shares 2,439 Value ($000) $230 Avg Close Range