ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

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

Q4 2025
Shares 87,270 Value ($000) $8,949 Avg Close — Range —
Q3 2025
Shares 87,703 Value ($000) $8,766 Avg Close — Range —
Q2 2025
Shares 121,265 Value ($000) $11,475 Avg Close — Range —
Q1 2025
Shares 121,351 Value ($000) $11,200 Avg Close — Range —
Q4 2024
Shares 120,044 Value ($000) $11,115 Avg Close — Range —
Q3 2024
Shares 121,819 Value ($000) $11,633 Avg Close — Range —
Q2 2024
Shares 126,297 Value ($000) $11,131 Avg Close — Range —
Q1 2024
Shares 131,171 Value ($000) $11,863 Avg Close — Range —
Q4 2023
Shares 147,514 Value ($000) $12,440 Avg Close — Range —
Q3 2023
Shares 149,166 Value ($000) $11,131 Avg Close — Range —
Q2 2023
Shares 155,326 Value ($000) $12,156 Avg Close — Range —
Q1 2023
Shares 162,787 Value ($000) $12,010 Avg Close — Range —
Q4 2022
Shares 166,071 Value ($000) $11,730 Avg Close — Range —
Q3 2022
Shares 212,907 Value ($000) $13,330 Avg Close — Range —
Q2 2022
Shares 202,577 Value ($000) $13,548 Avg Close — Range —
Q1 2022
Shares 227,517 Value ($000) $17,261 Avg Close — Range —
Q4 2021
Shares 247,033 Value ($000) $18,858 Avg Close — Range —