ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

EVERMAY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001066816)

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

Q4 2025
Shares 9,235 Value ($000) $947 Avg Close — Range —
Q3 2025
Shares 10,690 Value ($000) $1,068 Avg Close — Range —
Q2 2025
Shares 11,691 Value ($000) $1,106 Avg Close — Range —
Q1 2025
Shares 12,826 Value ($000) $1,184 Avg Close — Range —
Q4 2024
Shares 12,976 Value ($000) $1,201 Avg Close — Range —
Q3 2024
Shares 12,987 Value ($000) $1,240 Avg Close — Range —
Q2 2024
Shares 13,412 Value ($000) $1,182 Avg Close — Range —
Q1 2024
Shares 13,787 Value ($000) $1,247 Avg Close — Range —
Q4 2023
Shares 13,795 Value ($000) $1,163 Avg Close — Range —
Q3 2023
Shares 12,599 Value ($000) $944 Avg Close — Range —
Q2 2023
Shares 12,599 Value ($000) $986 Avg Close — Range —
Q1 2023
Shares 12,324 Value ($000) $909 Avg Close — Range —
Q4 2022
Shares 9,277 Value ($000) $655 Avg Close — Range —
Q3 2022
Shares 400 Value ($000) $25 Avg Close — Range —