ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Windward Private Wealth Management Inc.'s Holding History (CIK: 0001835866)

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

Q4 2025
Shares 38,843 Value ($000) $3,983 Avg Close — Range —
Q3 2025
Shares 39,590 Value ($000) $3,957 Avg Close — Range —
Q2 2025
Shares 39,678 Value ($000) $3,755 Avg Close — Range —
Q1 2025
Shares 33,455 Value ($000) $3,088 Avg Close — Range —
Q4 2024
Shares 33,792 Value ($000) $3,129 Avg Close — Range —
Q3 2024
Shares 34,824 Value ($000) $3,325 Avg Close — Range —
Q2 2024
Shares 35,253 Value ($000) $3,107 Avg Close — Range —
Q1 2024
Shares 36,857 Value ($000) $3,333 Avg Close — Range —
Q4 2023
Shares 37,441 Value ($000) $3,157 Avg Close — Range —
Q3 2023
Shares 36,388 Value ($000) $2,715 Avg Close — Range —
Q2 2023
Shares 36,553 Value ($000) $2,861 Avg Close — Range —
Q1 2023
Shares 37,828 Value ($000) $2,791 Avg Close — Range —
Q4 2022
Shares 33,818 Value ($000) $2,389 Avg Close — Range —
Q3 2022
Shares 34,099 Value ($000) $2,135 Avg Close — Range —
Q2 2022
Shares 33,449 Value ($000) $2,237 Avg Close — Range —
Q1 2022
Shares 17,628 Value ($000) $1,337 Avg Close — Range —
Q4 2021
Shares 14,064 Value ($000) $1,074 Avg Close — Range —
Q3 2021
Shares 14,185 Value ($000) $1,005 Avg Close — Range —
Q2 2021
Shares 14,730 Value ($000) $1,060 Avg Close — Range —
Q1 2021
Shares 15,978 Value ($000) $1,101 Avg Close — Range —
Q4 2020
Shares 16,354 Value ($000) $1,017 Avg Close — Range —