ISHARES TR

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

YHB Investment Advisors, Inc.'s Holding History (CIK: 0001469219)

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

Q4 2025
Shares 9,755 Value ($000) $1,638 Avg Close — Range —
Q3 2025
Shares 9,341 Value ($000) $1,537 Avg Close — Range —
Q2 2025
Shares 10,323 Value ($000) $1,552 Avg Close — Range —
Q1 2025
Shares 10,697 Value ($000) $1,359 Avg Close — Range —
Q4 2024
Shares 10,577 Value ($000) $1,474 Avg Close — Range —
Q3 2024
Shares 9,585 Value ($000) $1,264 Avg Close — Range —
Q2 2024
Shares 9,706 Value ($000) $1,237 Avg Close — Range —
Q1 2024
Shares 8,807 Value ($000) $1,032 Avg Close — Range —
Q4 2023
Shares 8,577 Value ($000) $893 Avg Close — Range —
Q3 2023
Shares 8,288 Value ($000) $786 Avg Close — Range —
Q2 2023
Shares 8,138 Value ($000) $795 Avg Close — Range —
Q1 2023
Shares 8,403 Value ($000) $746 Avg Close — Range —
Q4 2022
Shares 5,812 Value ($000) $474 Avg Close — Range —
Q3 2022
Shares 2,862 Value ($000) $229 Avg Close — Range —