ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 2,201 Value ($000) $327 Avg Close — Range —
Q3 2025
Shares 2,509 Value ($000) $365 Avg Close — Range —
Q2 2025
Shares 2,509 Value ($000) $339 Avg Close — Range —
Q1 2025
Shares 3,118 Value ($000) $380 Avg Close — Range —
Q4 2024
Shares 3,808 Value ($000) $490 Avg Close — Range —
Q3 2024
Shares 3,049 Value ($000) $383 Avg Close — Range —
Q2 2024
Shares 3,048 Value ($000) $362 Avg Close — Range —
Q1 2024
Shares 3,732 Value ($000) $430 Avg Close — Range —
Q4 2023
Shares 4,180 Value ($000) $440 Avg Close — Range —
Q3 2023
Shares 3,800 Value ($000) $358 Avg Close — Range —
Q2 2023
Shares 3,857 Value ($000) $377 Avg Close — Range —
Q1 2023
Shares 3,837 Value ($000) $347 Avg Close — Range —
Q4 2022
Shares 3,703 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 2,642 Value ($000) $210 Avg Close — Range —
Q1 2022
Shares 2,064 Value ($000) $208 Avg Close — Range —
Q4 2021
Shares 2,062 Value ($000) $221 Avg Close — Range —
Q1 2021
Shares 3,404 Value ($000) $312 Avg Close — Range —