ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

SFG Wealth Management, LLC.'s Holding History (CIK: 0001908914)

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

Q4 2025
Shares 21,684 Value ($000) $3,224 Avg Close — Range —
Q3 2025
Shares 21,626 Value ($000) $3,150 Avg Close — Range —
Q2 2025
Shares 27,021 Value ($000) $3,649 Avg Close — Range —
Q1 2025
Shares 13,523 Value ($000) $1,650 Avg Close — Range —
Q4 2024
Shares 13,858 Value ($000) $1,782 Avg Close — Range —
Q3 2024
Shares 14,022 Value ($000) $1,761 Avg Close — Range —
Q2 2024
Shares 14,644 Value ($000) $1,739 Avg Close — Range —
Q1 2024
Shares 14,776 Value ($000) $1,704 Avg Close — Range —
Q4 2023
Shares 15,201 Value ($000) $1,600 Avg Close — Range —
Q3 2023
Shares 15,834 Value ($000) $1,491 Avg Close — Range —
Q2 2023
Shares 15,979 Value ($000) $1,563 Avg Close — Range —
Q1 2023
Shares 16,847 Value ($000) $1,525 Avg Close — Range —
Q4 2022
Shares 17,122 Value ($000) $1,452 Avg Close — Range —
Q3 2022
Shares 25,703 Value ($000) $2,044 Avg Close — Range —
Q2 2022
Shares 29,834 Value ($000) $2,499 Avg Close — Range —
Q1 2022
Shares 31,634 Value ($000) $3,193 Avg Close — Range —
Q4 2021
Shares 39,653 Value ($000) $4,242 Avg Close — Range —