ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 112,344 Value ($000) $11,520 Avg Close — Range —
Q3 2025
Shares 113,270 Value ($000) $11,321 Avg Close — Range —
Q2 2025
Shares 113,419 Value ($000) $10,733 Avg Close — Range —
Q1 2025
Shares 111,322 Value ($000) $10,274 Avg Close — Range —
Q4 2024
Shares 113,319 Value ($000) $10,492 Avg Close — Range —
Q3 2024
Shares 114,272 Value ($000) $10,912 Avg Close — Range —
Q2 2024
Shares 118,857 Value ($000) $10,475 Avg Close — Range —
Q1 2024
Shares 130,255 Value ($000) $11,780 Avg Close — Range —
Q4 2023
Shares 131,227 Value ($000) $11,066 Avg Close — Range —
Q3 2023
Shares 131,175 Value ($000) $9,788 Avg Close — Range —
Q2 2023
Shares 142,495 Value ($000) $11,152 Avg Close — Range —
Q1 2023
Shares 143,332 Value ($000) $10,575 Avg Close — Range —
Q4 2022
Shares 146,706 Value ($000) $10,362 Avg Close — Range —
Q3 2022
Shares 152,883 Value ($000) $9,572 Avg Close — Range —
Q2 2022
Shares 191,097 Value ($000) $12,781 Avg Close — Range —
Q1 2022
Shares 144,915 Value ($000) $10,995 Avg Close — Range —
Q4 2021
Shares 145,115 Value ($000) $11,078 Avg Close — Range —
Q3 2021
Shares 144,173 Value ($000) $10,219 Avg Close — Range —
Q2 2021
Shares 134,622 Value ($000) $9,687 Avg Close — Range —
Q1 2021
Shares 137,062 Value ($000) $9,444 Avg Close — Range —
Q4 2020
Shares 134,017 Value ($000) $8,335 Avg Close — Range —
Q3 2020
Shares 132,960 Value ($000) $7,218 Avg Close — Range —
Q2 2020
Shares 133,240 Value ($000) $6,959 Avg Close — Range —
Q1 2020
Shares 171,451 Value ($000) $7,918 Avg Close — Range —
Q4 2019
Shares 41,154 Value ($000) $2,594 Avg Close — Range —
Q3 2019
Shares 40,756 Value ($000) $2,356 Avg Close — Range —
Q2 2019
Shares 41,397 Value ($000) $2,345 Avg Close — Range —
Q1 2019
Shares 40,132 Value ($000) $2,200 Avg Close — Range —
Q4 2018
Shares 38,376 Value ($000) $1,884 Avg Close — Range —