ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q3 2025
Shares 320 Value ($000) $47 Avg Close — Range —
Q2 2025
Shares 320 Value ($000) $43 Avg Close — Range —
Q1 2025
Shares 320 Value ($000) $39 Avg Close — Range —
Q4 2024
Shares 320 Value ($000) $41 Avg Close — Range —
Q2 2024
Shares 201 Value ($000) $24 Avg Close — Range —