ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q4 2025
Shares 177,984 Value ($000) $26,464 Avg Close — Range —
Q3 2025
Shares 188,158 Value ($000) $27,405 Avg Close — Range —
Q2 2025
Shares 198,558 Value ($000) $26,813 Avg Close — Range —
Q1 2025
Shares 203,683 Value ($000) $24,851 Avg Close — Range —
Q4 2024
Shares 210,612 Value ($000) $27,089 Avg Close — Range —
Q3 2024
Shares 216,195 Value ($000) $27,158 Avg Close — Range —
Q2 2024
Shares 220,361 Value ($000) $26,175 Avg Close — Range —
Q1 2024
Shares 223,593 Value ($000) $25,780 Avg Close — Range —
Q4 2023
Shares 234,369 Value ($000) $24,663 Avg Close — Range —
Q3 2023
Shares 642,537 Value ($000) $60,521 Avg Close — Range —
Q2 2023
Shares 677,755 Value ($000) $66,312 Avg Close — Range —
Q1 2023
Shares 878,469 Value ($000) $79,545 Avg Close — Range —
Q4 2022
Shares 863,509 Value ($000) $73,226 Avg Close — Range —
Q3 2022
Shares 864,349 Value ($000) $68,750 Avg Close — Range —
Q2 2022
Shares 729,775 Value ($000) $61,141 Avg Close — Range —
Q1 2022
Shares 700,111 Value ($000) $70,669 Avg Close — Range —
Q4 2021
Shares 676,446 Value ($000) $72,366 Avg Close — Range —
Q3 2021
Shares 659,422 Value ($000) $64,874 Avg Close — Range —
Q2 2021
Shares 664,692 Value ($000) $65,645 Avg Close — Range —
Q1 2021
Shares 820,294 Value ($000) $75,139 Avg Close — Range —
Q4 2020
Shares 788,906 Value ($000) $68,019 Avg Close — Range —
Q3 2020
Shares 455,844 Value ($000) $34,412 Avg Close — Range —
Q2 2020
Shares 468,608 Value ($000) $32,540 Avg Close — Range —
Q1 2020
Shares 386,992 Value ($000) $25,062 Avg Close — Range —
Q4 2019
Shares 283,344 Value ($000) $20,596 Avg Close — Range —
Q3 2019
Shares 275,308 Value ($000) $18,465 Avg Close — Range —
Q2 2019
Shares 264,128 Value ($000) $17,599 Avg Close — Range —
Q1 2019
Shares 259,270 Value ($000) $16,697 Avg Close — Range —
Q4 2018
Shares 261,435 Value ($000) $14,839 Avg Close — Range —
Q3 2018
Shares 248,167 Value ($000) $16,535 Avg Close — Range —
Q2 2018
Shares 245,086 Value ($000) $15,796 Avg Close — Range —
Q1 2018
Shares 239,287 Value ($000) $14,548 Avg Close — Range —
Q4 2017
Shares 228,206 Value ($000) $13,952 Avg Close — Range —