ISHARES TR

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

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 115,767 Value ($000) $19,442 Avg Close — Range —
Q3 2025
Shares 116,472 Value ($000) $19,164 Avg Close — Range —
Q2 2025
Shares 116,843 Value ($000) $17,573 Avg Close — Range —
Q1 2025
Shares 117,305 Value ($000) $14,907 Avg Close — Range —
Q4 2024
Shares 122,867 Value ($000) $17,122 Avg Close — Range —
Q3 2024
Shares 133,274 Value ($000) $17,580 Avg Close — Range —
Q2 2024
Shares 136,680 Value ($000) $17,424 Avg Close — Range —
Q1 2024
Shares 139,370 Value ($000) $16,336 Avg Close — Range —
Q4 2023
Shares 148,380 Value ($000) $15,446 Avg Close — Range —
Q3 2023
Shares 143,108 Value ($000) $13,571 Avg Close — Range —
Q2 2023
Shares 151,195 Value ($000) $14,763 Avg Close — Range —
Q1 2023
Shares 231,588 Value ($000) $20,558 Avg Close — Range —
Q4 2022
Shares 228,880 Value ($000) $19,045 Avg Close — Range —