ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 20,665 Value ($000) $2,119 Avg Close — Range —
Q3 2025
Shares 21,904 Value ($000) $2,189 Avg Close — Range —
Q2 2025
Shares 22,060 Value ($000) $2,088 Avg Close — Range —
Q1 2025
Shares 18,549 Value ($000) $1,712 Avg Close — Range —
Q4 2024
Shares 20,886 Value ($000) $1,934 Avg Close — Range —
Q3 2024
Shares 20,542 Value ($000) $1,962 Avg Close — Range —
Q2 2024
Shares 21,015 Value ($000) $1,852 Avg Close — Range —
Q1 2024
Shares 21,176 Value ($000) $1,915 Avg Close — Range —
Q4 2023
Shares 21,714 Value ($000) $1,831 Avg Close — Range —
Q3 2023
Shares 21,698 Value ($000) $1,619 Avg Close — Range —
Q2 2023
Shares 28,436 Value ($000) $2,225 Avg Close — Range —
Q1 2023
Shares 31,073 Value ($000) $2,293 Avg Close — Range —
Q4 2022
Shares 28,380 Value ($000) $2,103 Avg Close — Range —