ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 2,817 Value ($000) $289 Avg Close — Range —
Q3 2025
Shares 2,608 Value ($000) $247 Avg Close — Range —
Q2 2025
Shares 2,178 Value ($000) $201 Avg Close — Range —
Q1 2025
Shares 2,179 Value ($000) $202 Avg Close — Range —
Q1 2022
Shares 2,856 Value ($000) $218 Avg Close — Range —
Q4 2021
Shares 2,856 Value ($000) $218 Avg Close — Range —
Q3 2021
Shares 3,248 Value ($000) $230 Avg Close — Range —
Q2 2021
Shares 3,068 Value ($000) $211 Avg Close — Range —
Q1 2021
Shares 3,068 Value ($000) $211 Avg Close — Range —