ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Occidental Asset Management, LLC's Holding History (CIK: 0001770994)

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

Q4 2025
Shares 19,362 Value ($000) $1,985 Avg Close — Range —
Q3 2025
Shares 8,669 Value ($000) $866 Avg Close — Range —
Q2 2025
Shares 8,646 Value ($000) $818 Avg Close — Range —
Q1 2025
Shares 17,745 Value ($000) $1,638 Avg Close — Range —
Q4 2024
Shares 12,061 Value ($000) $1,117 Avg Close — Range —
Q3 2024
Shares 19,651 Value ($000) $1,876 Avg Close — Range —
Q2 2024
Shares 9,310 Value ($000) $820 Avg Close — Range —
Q1 2024
Shares 19,765 Value ($000) $1,788 Avg Close — Range —
Q4 2023
Shares 15,509 Value ($000) $1,308 Avg Close — Range —
Q3 2023
Shares 27,038 Value ($000) $2,018 Avg Close — Range —
Q2 2023
Shares 17,834 Value ($000) $1,396 Avg Close — Range —