ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 42,083 Value ($000) $4,315 Avg Close — Range —
Q3 2025
Shares 55,407 Value ($000) $5,538 Avg Close — Range —
Q2 2025
Shares 117,380 Value ($000) $11,108 Avg Close — Range —
Q1 2025
Shares 99,495 Value ($000) $9,182 Avg Close — Range —
Q4 2024
Shares 98,317 Value ($000) $9,103 Avg Close — Range —
Q3 2024
Shares 23,503 Value ($000) $2,244 Avg Close — Range —
Q2 2024
Shares 22,363 Value ($000) $1,971 Avg Close — Range —
Q1 2024
Shares 21,118 Value ($000) $1,910 Avg Close — Range —
Q4 2023
Shares 13,186 Value ($000) $1,112 Avg Close — Range —