ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2025
Shares 4,004 Value ($000) $411 Avg Close Range
Q3 2025
Shares 7,648 Value ($000) $764 Avg Close Range
Q1 2024
Shares 4,782 Value ($000) $432 Avg Close Range
Q4 2023
Shares 4,782 Value ($000) $403 Avg Close Range
Q3 2023
Shares 4,841 Value ($000) $361 Avg Close Range
Q2 2023
Shares 5,377 Value ($000) $421 Avg Close Range
Q1 2023
Shares 5,377 Value ($000) $397 Avg Close Range
Q4 2022
Shares 5,377 Value ($000) $380 Avg Close Range
Q3 2022
Shares 5,377 Value ($000) $337 Avg Close Range
Q2 2022
Shares 5,377 Value ($000) $360 Avg Close Range
Q1 2022
Shares 6,389 Value ($000) $485 Avg Close Range
Q4 2021
Shares 11,967 Value ($000) $914 Avg Close Range
Q3 2021
Shares 10,419 Value ($000) $738 Avg Close Range
Q2 2021
Shares 4,481 Value ($000) $322 Avg Close Range
Q1 2021
Shares 3,801 Value ($000) $262 Avg Close Range
Q4 2020
Shares 6,366 Value ($000) $396 Avg Close Range