ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Helen Stephens Group, LLC's Holding History (CIK: 0001895252)

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

Q4 2025
Shares 29,887 Value ($000) $4,444 Avg Close Range
Q3 2025
Shares 29,809 Value ($000) $4,342 Avg Close Range
Q2 2025
Shares 29,742 Value ($000) $4,016 Avg Close Range
Q1 2025
Shares 24,563 Value ($000) $2,997 Avg Close Range
Q4 2024
Shares 11,738 Value ($000) $1,510 Avg Close Range
Q3 2024
Shares 13,986 Value ($000) $1,757 Avg Close Range
Q2 2024
Shares 9,867 Value ($000) $1,172 Avg Close Range