ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

VANCE WEALTH, LLC's Holding History (CIK: 0001910854)

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

Q4 2025
Shares 23,971 Value ($000) $3,381 Avg Close Range
Q3 2025
Shares 25,720 Value ($000) $3,592 Avg Close Range
Q2 2025
Shares 27,971 Value ($000) $3,696 Avg Close Range
Q1 2025
Shares 39,005 Value ($000) $4,914 Avg Close Range
Q4 2024
Shares 44,314 Value ($000) $5,732 Avg Close Range
Q3 2024
Shares 45,177 Value ($000) $5,975 Avg Close Range
Q2 2024
Shares 42,288 Value ($000) $5,106 Avg Close Range
Q1 2024
Shares 39,979 Value ($000) $5,011 Avg Close Range
Q4 2023
Shares 36,315 Value ($000) $4,223 Avg Close Range
Q3 2023
Shares 31,098 Value ($000) $3,245 Avg Close Range
Q2 2023
Shares 29,928 Value ($000) $3,287 Avg Close Range
Q1 2023
Shares 34,011 Value ($000) $3,612 Avg Close Range
Q4 2022
Shares 31,648 Value ($000) $3,334 Avg Close Range
Q3 2022
Shares 29,736 Value ($000) $2,856 Avg Close Range
Q2 2022
Shares 24,819 Value ($000) $2,521 Avg Close Range
Q1 2022
Shares 14,762 Value ($000) $1,766 Avg Close Range