ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 2,146 Value ($000) $325 Avg Close — Range —
Q3 2025
Shares 1,671 Value ($000) $245 Avg Close — Range —
Q3 2022
Shares 205 Value ($000) $16 Avg Close — Range —
Q2 2022
Shares 523 Value ($000) $44 Avg Close — Range —
Q1 2022
Shares 523 Value ($000) $53 Avg Close — Range —
Q4 2021
Shares 523 Value ($000) $56 Avg Close — Range —
Q3 2021
Shares 523 Value ($000) $51 Avg Close — Range —
Q2 2021
Shares 523 Value ($000) $52 Avg Close — Range —
Q1 2021
Shares 523 Value ($000) $48 Avg Close — Range —
Q4 2020
Shares 523 Value ($000) $45 Avg Close — Range —