ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

Sterling Wealth Management, Inc.'s Holding History (CIK: 0002011149)

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

Q4 2025
Shares 26,071 Value ($000) $2,673 Avg Close — Range —
Q3 2025
Shares 26,836 Value ($000) $2,682 Avg Close — Range —
Q2 2025
Shares 26,728 Value ($000) $2,529 Avg Close — Range —
Q4 2024
Shares 26,531 Value ($000) $2,457 Avg Close — Range —
Q3 2024
Shares 26,399 Value ($000) $2,521 Avg Close — Range —
Q2 2024
Shares 26,781 Value ($000) $2,360 Avg Close — Range —
Q1 2024
Shares 26,661 Value ($000) $2,411 Avg Close — Range —
Q4 2023
Shares 24,756 Value ($000) $2,088 Avg Close — Range —