ISHARES TR

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

OneDigital Investment Advisors LLC's Holding History (CIK: 0001690370)

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

Q4 2025
Shares 72,873 Value ($000) $12,238 Avg Close — Range —
Q3 2025
Shares 73,782 Value ($000) $12,140 Avg Close — Range —
Q2 2025
Shares 76,283 Value ($000) $11,473 Avg Close — Range —
Q1 2025
Shares 90,135 Value ($000) $11,454 Avg Close — Range —
Q4 2024
Shares 92,512 Value ($000) $12,892 Avg Close — Range —
Q3 2024
Shares 90,030 Value ($000) $11,876 Avg Close — Range —
Q2 2024
Shares 90,102 Value ($000) $11,486 Avg Close — Range —
Q1 2024
Shares 89,921 Value ($000) $10,540 Avg Close — Range —
Q4 2023
Shares 91,991 Value ($000) $9,576 Avg Close — Range —
Q3 2023
Shares 95,606 Value ($000) $9,066 Avg Close — Range —
Q2 2023
Shares 99,804 Value ($000) $9,745 Avg Close — Range —
Q1 2023
Shares 104,353 Value ($000) $9,263 Avg Close — Range —
Q4 2022
Shares 106,261 Value ($000) $8,662 Avg Close — Range —
Q3 2022
Shares 110,505 Value ($000) $8,860 Avg Close — Range —
Q2 2022
Shares 113,957 Value ($000) $9,538 Avg Close — Range —
Q1 2022
Shares 116,874 Value ($000) $12,349 Avg Close — Range —
Q4 2021
Shares 116,990 Value ($000) $13,529 Avg Close — Range —
Q3 2021
Shares 111,720 Value ($000) $11,441 Avg Close — Range —
Q2 2021
Shares 83,857 Value ($000) $8,468 Avg Close — Range —
Q1 2021
Shares 84,497 Value ($000) $7,671 Avg Close — Range —
Q4 2020
Shares 85,079 Value ($000) $7,546 Avg Close — Range —
Q3 2020
Shares 89,188 Value ($000) $7,133 Avg Close — Range —
Q2 2020
Shares 95,249 Value ($000) $6,847 Avg Close — Range —
Q1 2020
Shares 96,657 Value ($000) $5,518 Avg Close — Range —
Q4 2019
Shares 103,368 Value ($000) $6,992 Avg Close — Range —
Q3 2019
Shares 104,518 Value ($000) $6,571 Avg Close — Range —
Q2 2019
Shares 208,997 Value ($000) $13,100 Avg Close — Range —
Q1 2019
Shares 112,837 Value ($000) $6,806 Avg Close — Range —
Q4 2018
Shares 115,351 Value ($000) $6,079 Avg Close — Range —