ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

WMG Financial Advisors, LLC's Holding History (CIK: 0001906711)

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

Q3 2025
Shares 8,921 Value ($000) $892 Avg Close — Range —
Q2 2025
Shares 9,865 Value ($000) $934 Avg Close — Range —
Q1 2025
Shares 11,149 Value ($000) $1,029 Avg Close — Range —
Q4 2024
Shares 11,600 Value ($000) $1,074 Avg Close — Range —
Q3 2024
Shares 12,637 Value ($000) $1,207 Avg Close — Range —
Q2 2024
Shares 10,161 Value ($000) $895 Avg Close — Range —
Q1 2024
Shares 4,376 Value ($000) $396 Avg Close — Range —
Q4 2023
Shares 3,154 Value ($000) $266 Avg Close — Range —