ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 5,385 Value ($000) $552 Avg Close — Range —
Q3 2025
Shares 5,385 Value ($000) $538 Avg Close — Range —
Q2 2025
Shares 5,385 Value ($000) $510 Avg Close — Range —
Q1 2025
Shares 5,385 Value ($000) $497 Avg Close — Range —
Q4 2024
Shares 5,385 Value ($000) $499 Avg Close — Range —
Q3 2024
Shares 5,385 Value ($000) $514 Avg Close — Range —
Q2 2024
Shares 5,385 Value ($000) $475 Avg Close — Range —
Q1 2024
Shares 5,385 Value ($000) $487 Avg Close — Range —
Q4 2023
Shares 5,385 Value ($000) $454 Avg Close — Range —
Q3 2023
Shares 5,385 Value ($000) $402 Avg Close — Range —
Q2 2023
Shares 5,385 Value ($000) $421 Avg Close — Range —
Q1 2023
Shares 5,385 Value ($000) $397 Avg Close — Range —
Q4 2022
Shares 5,385 Value ($000) $380 Avg Close — Range —