ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Wealth Management Associates, Inc.'s Holding History (CIK: 0002067339)

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

Q4 2025
Shares 38,428 Value ($000) $5,714 Avg Close Range
Q3 2025
Shares 38,511 Value ($000) $5,609 Avg Close Range
Q2 2025
Shares 37,225 Value ($000) $5,027 Avg Close Range
Q1 2025
Shares 36,290 Value ($000) $4,428 Avg Close Range
Q4 2024
Shares 35,560 Value ($000) $4,574 Avg Close Range
Q3 2024
Shares 35,033 Value ($000) $4,401 Avg Close Range
Q2 2024
Shares 34,445 Value ($000) $4,091 Avg Close Range
Q1 2024
Shares 34,445 Value ($000) $4,091 Avg Close Range
Q4 2023
Shares 35,934 Value ($000) $3,781 Avg Close Range
Q3 2023
Shares 36,265 Value ($000) $3,416 Avg Close Range
Q2 2023
Shares 36,432 Value ($000) $3,564 Avg Close Range
Q1 2023
Shares 36,961 Value ($000) $3,347 Avg Close Range
Q4 2022
Shares 37,245 Value ($000) $3,158 Avg Close Range
Q3 2022
Shares 37,488 Value ($000) $2,982 Avg Close Range
Q2 2022
Shares 37,520 Value ($000) $3,143 Avg Close Range
Q1 2022
Shares 38,357 Value ($000) $3,872 Avg Close Range
Q4 2021
Shares 39,220 Value ($000) $4,196 Avg Close Range
Q3 2021
Shares 39,711 Value ($000) $3,907 Avg Close Range
Q2 2021
Shares 39,021 Value ($000) $3,854 Avg Close Range
Q1 2021
Shares 39,941 Value ($000) $3,659 Avg Close Range
Q4 2020
Shares 40,285 Value ($000) $3,473 Avg Close Range
Q3 2020
Shares 40,545 Value ($000) $3,061 Avg Close Range
Q2 2020
Shares 40,990 Value ($000) $2,846 Avg Close Range
Q1 2020
Shares 48,714 Value ($000) $2,787 Avg Close Range
Q4 2019
Shares 49,311 Value ($000) $3,584 Avg Close Range
Q3 2019
Shares 47,435 Value ($000) $3,181 Avg Close Range
Q2 2019
Shares 46,359 Value ($000) $3,089 Avg Close Range
Q1 2019
Shares 42,822 Value ($000) $2,758 Avg Close Range
Q4 2018
Shares 37,098 Value ($000) $2,106 Avg Close Range