ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

Bay Harbor Wealth Management, LLC's Holding History (CIK: 0001767989)

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

Q4 2025
Shares 2,252 Value ($000) $678 Avg Close Range
Q3 2025
Shares 2,252 Value ($000) $611 Avg Close Range
Q2 2025
Shares 2,252 Value ($000) $538 Avg Close Range
Q1 2025
Shares 2,252 Value ($000) $424 Avg Close Range
Q4 2024
Shares 2,252 Value ($000) $485 Avg Close Range
Q3 2024
Shares 2,252 Value ($000) $519 Avg Close Range
Q2 2024
Shares 2,082 Value ($000) $513 Avg Close Range
Q1 2024
Shares 2,082 Value ($000) $470 Avg Close Range
Q4 2023
Shares 694 Value ($000) $400 Avg Close Range
Q3 2023
Shares 694 Value ($000) $330 Avg Close Range
Q2 2023
Shares 694 Value ($000) $352 Avg Close Range
Q1 2023
Shares 694 Value ($000) $309 Avg Close Range
Q4 2022
Shares 694 Value ($000) $0 Avg Close Range
Q3 2022
Shares 694 Value ($000) $221 Avg Close Range
Q2 2022
Shares 694 Value ($000) $243 Avg Close Range
Q1 2022
Shares 694 Value ($000) $328 Avg Close Range
Q4 2021
Shares 694 Value ($000) $331 Avg Close Range
Q3 2021
Shares 710 Value ($000) $317 Avg Close Range
Q2 2021
Shares 710 Value ($000) $322 Avg Close Range
Q1 2021
Shares 710 Value ($000) $301 Avg Close Range
Q4 2020
Shares 710 Value ($000) $269 Avg Close Range