ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Adams Wealth Management's Holding History (CIK: 0001803084)

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

Q4 2025
Shares 6,502 Value ($000) $967 Avg Close — Range —
Q3 2025
Shares 6,259 Value ($000) $912 Avg Close — Range —
Q2 2025
Shares 7,727 Value ($000) $1,043 Avg Close — Range —
Q1 2025
Shares 8,860 Value ($000) $1,081 Avg Close — Range —
Q4 2024
Shares 8,874 Value ($000) $1,141 Avg Close — Range —
Q3 2024
Shares 9,130 Value ($000) $1,147 Avg Close — Range —
Q2 2024
Shares 9,434 Value ($000) $1,121 Avg Close — Range —
Q1 2024
Shares 13,506 Value ($000) $1,557 Avg Close — Range —
Q4 2023
Shares 19,425 Value ($000) $2,044 Avg Close — Range —
Q3 2023
Shares 28,705 Value ($000) $2,704 Avg Close — Range —
Q2 2023
Shares 28,962 Value ($000) $2,834 Avg Close — Range —
Q1 2023
Shares 31,486 Value ($000) $2,851 Avg Close — Range —
Q4 2022
Shares 32,779 Value ($000) $2,780 Avg Close — Range —
Q3 2022
Shares 32,713 Value ($000) $2,602 Avg Close — Range —
Q2 2022
Shares 60,950 Value ($000) $5,106 Avg Close — Range —
Q1 2022
Shares 69,350 Value ($000) $7,000 Avg Close — Range —
Q4 2021
Shares 68,695 Value ($000) $7,349 Avg Close — Range —
Q3 2021
Shares 63,810 Value ($000) $6,278 Avg Close — Range —
Q2 2021
Shares 61,574 Value ($000) $6,081 Avg Close — Range —
Q1 2021
Shares 57,602 Value ($000) $5,276 Avg Close — Range —
Q4 2020
Shares 23,713 Value ($000) $2,045 Avg Close — Range —
Q3 2020
Shares 15,872 Value ($000) $1,198 Avg Close — Range —
Q2 2020
Shares 11,168 Value ($000) $776 Avg Close — Range —