ISHARES TR

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

MOGY JOEL R INVESTMENT COUNSEL INC's Holding History (CIK: 0001126735)

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

Q4 2025
Shares 250 Value ($000) $42 Avg Close — Range —
Q3 2025
Shares 250 Value ($000) $41 Avg Close — Range —
Q2 2025
Shares 250 Value ($000) $38 Avg Close — Range —
Q1 2025
Shares 250 Value ($000) $32 Avg Close — Range —
Q4 2024
Shares 250 Value ($000) $35 Avg Close — Range —
Q3 2024
Shares 60 Value ($000) $8 Avg Close — Range —
Q2 2024
Shares 60 Value ($000) $8 Avg Close — Range —
Q1 2024
Shares 60 Value ($000) $7 Avg Close — Range —