ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Wealthquest Corp's Holding History (CIK: 0001632968)

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

Q4 2025
Shares 12,847 Value ($000) $1,317 Avg Close Range
Q3 2025
Shares 13,015 Value ($000) $1,301 Avg Close Range
Q2 2025
Shares 13,217 Value ($000) $1,251 Avg Close Range
Q1 2025
Shares 13,296 Value ($000) $1,227 Avg Close Range
Q4 2024
Shares 13,819 Value ($000) $1,280 Avg Close Range
Q3 2024
Shares 13,819 Value ($000) $1,315 Avg Close Range
Q2 2024
Shares 13,862 Value ($000) $1,222 Avg Close Range
Q1 2024
Shares 13,968 Value ($000) $1,263 Avg Close Range
Q4 2023
Shares 13,929 Value ($000) $1,175 Avg Close Range
Q3 2023
Shares 14,928 Value ($000) $1,114 Avg Close Range
Q2 2023
Shares 14,895 Value ($000) $1,166 Avg Close Range
Q1 2023
Shares 15,587 Value ($000) $1,150 Avg Close Range
Q4 2022
Shares 15,712 Value ($000) $1,110 Avg Close Range
Q3 2022
Shares 15,578 Value ($000) $975 Avg Close Range
Q2 2022
Shares 40,114 Value ($000) $1,587 Avg Close Range
Q1 2022
Shares 25,991 Value ($000) $1,984 Avg Close Range
Q4 2021
Shares 25,991 Value ($000) $1,984 Avg Close Range
Q3 2021
Shares 25,991 Value ($000) $1,842 Avg Close Range
Q2 2021
Shares 27,205 Value ($000) $1,957 Avg Close Range
Q1 2021
Shares 28,623 Value ($000) $1,972 Avg Close Range
Q4 2020
Shares 31,684 Value ($000) $1,970 Avg Close Range
Q3 2020
Shares 31,715 Value ($000) $1,721 Avg Close Range
Q2 2020
Shares 32,953 Value ($000) $1,721 Avg Close Range
Q4 2019
Shares 38,811 Value ($000) $2,445 Avg Close Range
Q3 2019
Shares 40,963 Value ($000) $2,367 Avg Close Range
Q2 2019
Shares 42,502 Value ($000) $2,407 Avg Close Range
Q1 2019
Shares 44,284 Value ($000) $2,428 Avg Close Range
Q4 2018
Shares 45,732 Value ($000) $2,244 Avg Close Range