ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 3,270 Value ($000) $1,103 Avg Close — Range —
Q3 2025
Shares 2,810 Value ($000) $792 Avg Close — Range —
Q2 2025
Shares 2,298 Value ($000) $561 Avg Close — Range —
Q1 2025
Shares 1,897 Value ($000) $327 Avg Close — Range —
Q4 2024
Shares 1,877 Value ($000) $411 Avg Close — Range —
Q3 2024
Shares 1,625 Value ($000) $378 Avg Close — Range —
Q2 2024
Shares 1,461 Value ($000) $379 Avg Close — Range —
Q3 2022
Shares 469 Value ($000) $149 Avg Close — Range —
Q2 2022
Shares 469 Value ($000) $164 Avg Close — Range —
Q1 2022
Shares 469 Value ($000) $222 Avg Close — Range —
Q4 2021
Shares 619 Value ($000) $336 Avg Close — Range —
Q3 2021
Shares 625 Value ($000) $279 Avg Close — Range —
Q2 2021
Shares 150 Value ($000) $68 Avg Close — Range —