ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Ullmann Wealth Partners Group, LLC's Holding History (CIK: 0001697725)

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

Q4 2025
Shares 2,221 Value ($000) $224 Avg Close — Range —
Q3 2025
Shares 2,221 Value ($000) $222 Avg Close — Range —
Q2 2025
Shares 2,216 Value ($000) $210 Avg Close — Range —
Q1 2025
Shares 2,210 Value ($000) $204 Avg Close — Range —
Q4 2024
Shares 3,834 Value ($000) $355 Avg Close — Range —
Q3 2024
Shares 3,827 Value ($000) $365 Avg Close — Range —
Q2 2024
Shares 3,820 Value ($000) $337 Avg Close — Range —
Q1 2024
Shares 3,815 Value ($000) $345 Avg Close — Range —
Q4 2023
Shares 3,810 Value ($000) $321 Avg Close — Range —
Q3 2023
Shares 3,798 Value ($000) $283 Avg Close — Range —
Q2 2023
Shares 4,185 Value ($000) $327 Avg Close — Range —
Q1 2023
Shares 7,105 Value ($000) $524 Avg Close — Range —
Q4 2022
Shares 7,086 Value ($000) $500 Avg Close — Range —
Q3 2022
Shares 7,062 Value ($000) $442 Avg Close — Range —
Q2 2022
Shares 7,033 Value ($000) $470 Avg Close — Range —
Q1 2022
Shares 7,031 Value ($000) $533 Avg Close — Range —
Q4 2021
Shares 7,028 Value ($000) $536 Avg Close — Range —
Q3 2021
Shares 7,025 Value ($000) $498 Avg Close — Range —
Q2 2021
Shares 7,021 Value ($000) $505 Avg Close — Range —
Q1 2021
Shares 7,019 Value ($000) $484 Avg Close — Range —
Q4 2020
Shares 7,016 Value ($000) $436 Avg Close — Range —
Q3 2020
Shares 7,013 Value ($000) $381 Avg Close — Range —
Q2 2020
Shares 7,009 Value ($000) $366 Avg Close — Range —
Q1 2020
Shares 7,005 Value ($000) $323 Avg Close — Range —
Q4 2019
Shares 7,001 Value ($000) $441 Avg Close — Range —
Q3 2019
Shares 6,998 Value ($000) $404 Avg Close — Range —
Q2 2019
Shares 6,994 Value ($000) $396 Avg Close — Range —
Q1 2019
Shares 7,284 Value ($000) $399 Avg Close — Range —
Q4 2018
Shares 10,833 Value ($000) $532 Avg Close — Range —
Q3 2018
Shares 10,833 Value ($000) $610 Avg Close — Range —
Q2 2018
Shares 12,568 Value ($000) $674 Avg Close — Range —
Q1 2018
Shares 13,736 Value ($000) $713 Avg Close — Range —
Q4 2017
Shares 13,736 Value ($000) $760 Avg Close — Range —
Q3 2017
Shares 16,921 Value ($000) $780 Avg Close — Range —
Q2 2017
Shares 13,736 Value ($000) $699 Avg Close — Range —
Q1 2017
Shares 13,181 Value ($000) $665 Avg Close — Range —
Q4 2016
Shares 13,265 Value ($000) $660 Avg Close — Range —