ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q3 2024
Shares 2,627 Value ($000) $329 Avg Close — Range —
Q2 2024
Shares 2,627 Value ($000) $318 Avg Close — Range —
Q1 2024
Shares 2,677 Value ($000) $296 Avg Close — Range —
Q3 2023
Shares 3,377 Value ($000) $323 Avg Close — Range —
Q2 2023
Shares 3,377 Value ($000) $330 Avg Close — Range —
Q1 2023
Shares 3,377 Value ($000) $304 Avg Close — Range —
Q4 2022
Shares 3,377 Value ($000) $285 Avg Close — Range —