ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Outlook Wealth Advisors, LLC's Holding History (CIK: 0001767151)

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

Q4 2025
Shares 6,158 Value ($000) $916 Avg Close Range
Q3 2025
Shares 6,365 Value ($000) $927 Avg Close Range
Q2 2025
Shares 6,365 Value ($000) $860 Avg Close Range
Q1 2025
Shares 6,386 Value ($000) $779 Avg Close Range
Q4 2024
Shares 6,022 Value ($000) $775 Avg Close Range
Q3 2024
Shares 5,978 Value ($000) $751 Avg Close Range
Q2 2024
Shares 5,694 Value ($000) $15,953 Avg Close Range
Q1 2024
Shares 5,694 Value ($000) $657 Avg Close Range
Q4 2023
Shares 6,232 Value ($000) $656 Avg Close Range
Q3 2023
Shares 10,837 Value ($000) $1,021 Avg Close Range
Q2 2023
Shares 10,837 Value ($000) $1,060 Avg Close Range
Q1 2023
Shares 11,000 Value ($000) $996 Avg Close Range
Q4 2022
Shares 12,665 Value ($000) $1,074 Avg Close Range
Q3 2022
Shares 103,311 Value ($000) $8,217 Avg Close Range
Q2 2022
Shares 141,802 Value ($000) $11,880 Avg Close Range
Q1 2022
Shares 161,591 Value ($000) $16,311 Avg Close Range
Q4 2021
Shares 181,068 Value ($000) $19,371 Avg Close Range
Q3 2021
Shares 122,244 Value ($000) $12,026 Avg Close Range
Q2 2021
Shares 111,644 Value ($000) $11,026 Avg Close Range
Q1 2021
Shares 111,648 Value ($000) $10,227 Avg Close Range
Q4 2020
Shares 102,110 Value ($000) $8,804 Avg Close Range
Q3 2020
Shares 132,222 Value ($000) $9,981 Avg Close Range
Q2 2020
Shares 134,043 Value ($000) $9,308 Avg Close Range
Q1 2020
Shares 164,157 Value ($000) $9,391 Avg Close Range
Q4 2019
Shares 175,505 Value ($000) $12,757 Avg Close Range
Q3 2019
Shares 137,640 Value ($000) $9,231 Avg Close Range
Q2 2019
Shares 112,339 Value ($000) $7,486 Avg Close Range
Q1 2019
Shares 72,211 Value ($000) $4,650 Avg Close Range
Q4 2018
Shares 11,716 Value ($000) $6,650 Avg Close Range