ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

McGlone Suttner Wealth Management, Inc.'s Holding History (CIK: 0001964819)

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

Q4 2025
Shares 643,874 Value ($000) $66,023 Avg Close Range
Q3 2025
Shares 625,147 Value ($000) $62,483 Avg Close Range
Q2 2025
Shares 613,488 Value ($000) $58,054 Avg Close Range
Q1 2025
Shares 594,098 Value ($000) $54,829 Avg Close Range
Q4 2024
Shares 580,423 Value ($000) $53,741 Avg Close Range
Q3 2024
Shares 442,728 Value ($000) $42,276 Avg Close Range
Q2 2024
Shares 540,136 Value ($000) $45,550 Avg Close Range
Q1 2024
Shares 543,626 Value ($000) $49,166 Avg Close Range
Q4 2023
Shares 540,136 Value ($000) $45,550 Avg Close Range
Q3 2023
Shares 533,851 Value ($000) $39,837 Avg Close Range
Q2 2023
Shares 508,064 Value ($000) $39,763 Avg Close Range
Q1 2023
Shares 468,311 Value ($000) $34,553 Avg Close Range
Q4 2022
Shares 371,012 Value ($000) $26,204 Avg Close Range