ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 12,174 Value ($000) $2,045 Avg Close — Range —
Q3 2025
Shares 12,174 Value ($000) $2,003 Avg Close — Range —
Q2 2025
Shares 12,174 Value ($000) $1,831 Avg Close — Range —
Q1 2025
Shares 12,174 Value ($000) $1,547 Avg Close — Range —
Q4 2024
Shares 12,174 Value ($000) $1,696 Avg Close — Range —
Q3 2024
Shares 12,209 Value ($000) $1,610 Avg Close — Range —
Q2 2024
Shares 12,209 Value ($000) $1,556 Avg Close — Range —
Q1 2024
Shares 12,209 Value ($000) $1,434 Avg Close — Range —
Q4 2023
Shares 12,209 Value ($000) $1,271 Avg Close — Range —
Q3 2023
Shares 12,209 Value ($000) $1,158 Avg Close — Range —
Q2 2023
Shares 12,216 Value ($000) $1,193 Avg Close — Range —
Q1 2023
Shares 12,216 Value ($000) $1,084 Avg Close — Range —
Q4 2022
Shares 12,216 Value ($000) $996 Avg Close — Range —
Q3 2022
Shares 12,209 Value ($000) $979 Avg Close — Range —
Q2 2022
Shares 495 Value ($000) $41 Avg Close — Range —
Q1 2022
Shares 1,595 Value ($000) $169 Avg Close — Range —
Q4 2021
Shares 1,595 Value ($000) $184 Avg Close — Range —
Q3 2021
Shares 1,845 Value ($000) $189 Avg Close — Range —
Q2 2021
Shares 1,845 Value ($000) $186 Avg Close — Range —
Q1 2021
Shares 1,845 Value ($000) $168 Avg Close — Range —
Q4 2020
Shares 1,385 Value ($000) $123 Avg Close — Range —
Q3 2020
Shares 1,385 Value ($000) $111 Avg Close — Range —
Q2 2020
Shares 1,385 Value ($000) $100 Avg Close — Range —
Q1 2020
Shares 1,385 Value ($000) $79 Avg Close — Range —