ISHARES TR

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

Joel Isaacson & Co., LLC's Holding History (CIK: 0001599330)

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

Q4 2025
Shares 2,340 Value ($000) $393 Avg Close — Range —
Q3 2025
Shares 3,204 Value ($000) $527 Avg Close — Range —
Q2 2025
Shares 2,902 Value ($000) $436 Avg Close — Range —
Q1 2025
Shares 2,199 Value ($000) $279 Avg Close — Range —
Q4 2024
Shares 2,015 Value ($000) $281 Avg Close — Range —
Q3 2024
Shares 2,002 Value ($000) $264 Avg Close — Range —
Q2 2024
Shares 2,000 Value ($000) $255 Avg Close — Range —