ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

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

Q4 2025
Shares 49,603 Value ($000) $7,375 Avg Close — Range —
Q3 2025
Shares 52,357 Value ($000) $7,626 Avg Close — Range —
Q2 2025
Shares 53,055 Value ($000) $7,165 Avg Close — Range —
Q1 2025
Shares 52,971 Value ($000) $6,463 Avg Close — Range —
Q4 2024
Shares 53,045 Value ($000) $6,823 Avg Close — Range —
Q3 2024
Shares 68,730 Value ($000) $8,634 Avg Close — Range —
Q2 2024
Shares 79,016 Value ($000) $9,386 Avg Close — Range —
Q1 2024
Shares 78,800 Value ($000) $9,086 Avg Close — Range —
Q4 2023
Shares 81,550 Value ($000) $8,581 Avg Close — Range —
Q3 2023
Shares 83,425 Value ($000) $7,858 Avg Close — Range —
Q2 2023
Shares 86,931 Value ($000) $8,505 Avg Close — Range —
Q1 2023
Shares 87,049 Value ($000) $7,882 Avg Close — Range —
Q4 2022
Shares 91,031 Value ($000) $7,719 Avg Close — Range —
Q3 2022
Shares 113,231 Value ($000) $9,006 Avg Close — Range —
Q2 2022
Shares 115,054 Value ($000) $9,639 Avg Close — Range —
Q1 2022
Shares 115,172 Value ($000) $11,625 Avg Close — Range —
Q4 2021
Shares 115,575 Value ($000) $12,364 Avg Close — Range —
Q3 2021
Shares 120,562 Value ($000) $11,861 Avg Close — Range —
Q2 2021
Shares 142,188 Value ($000) $14,042 Avg Close — Range —
Q1 2021
Shares 148,185 Value ($000) $13,574 Avg Close — Range —
Q4 2020
Shares 150,807 Value ($000) $13,003 Avg Close — Range —
Q3 2020
Shares 143,935 Value ($000) $10,866 Avg Close — Range —
Q2 2020
Shares 150,617 Value ($000) $10,459 Avg Close — Range —
Q1 2020
Shares 157,902 Value ($000) $9,034 Avg Close — Range —
Q4 2019
Shares 147,977 Value ($000) $10,756 Avg Close — Range —