ISHARES TR

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

Mascoma Wealth Management LLC's Holding History (CIK: 0001695664)

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

Q4 2025
Shares 119,831 Value ($000) $20,124 Avg Close Range
Q3 2025
Shares 122,569 Value ($000) $20,168 Avg Close Range
Q2 2025
Shares 125,372 Value ($000) $18,856 Avg Close Range
Q1 2025
Shares 150,312 Value ($000) $19,102 Avg Close Range
Q4 2024
Shares 175,369 Value ($000) $24,438 Avg Close Range
Q3 2024
Shares 182,206 Value ($000) $24,035 Avg Close Range
Q2 2024
Shares 187,045 Value ($000) $23,845 Avg Close Range
Q1 2024
Shares 182,538 Value ($000) $21,395 Avg Close Range
Q4 2023
Shares 193,725 Value ($000) $20,167 Avg Close Range
Q3 2023
Shares 200,452 Value ($000) $19,009 Avg Close Range
Q2 2023
Shares 199,392 Value ($000) $19,610 Avg Close Range
Q1 2023
Shares 223,043 Value ($000) $20,072 Avg Close Range
Q4 2022
Shares 236,825 Value ($000) $19,306 Avg Close Range
Q3 2022
Shares 250,420 Value ($000) $20,079 Avg Close Range
Q2 2022
Shares 240,248 Value ($000) $20,109 Avg Close Range
Q1 2022
Shares 249,938 Value ($000) $26,408 Avg Close Range
Q4 2021
Shares 248,716 Value ($000) $28,762 Avg Close Range
Q3 2021
Shares 247,554 Value ($000) $25,352 Avg Close Range
Q2 2021
Shares 241,697 Value ($000) $24,407 Avg Close Range
Q1 2021
Shares 255,884 Value ($000) $23,232 Avg Close Range
Q4 2020
Shares 256,765 Value ($000) $22,772 Avg Close Range
Q3 2019
Shares 189,770 Value ($000) $11,931 Avg Close Range
Q2 2019
Shares 190,483 Value ($000) $11,939 Avg Close Range
Q1 2019
Shares 220,367 Value ($000) $13,293 Avg Close Range
Q4 2018
Shares 230,421 Value ($000) $12,143 Avg Close Range
Q3 2018
Shares 258,268 Value ($000) $16,044 Avg Close Range
Q2 2018
Shares 266,258 Value ($000) $15,230 Avg Close Range
Q1 2018
Shares 208,351 Value ($000) $11,380 Avg Close Range
Q4 2017
Shares 169,974 Value ($000) $9,559 Avg Close Range
Q3 2017
Shares 168,247 Value ($000) $8,493 Avg Close Range
Q2 2017
Shares 166,994 Value ($000) $8,049 Avg Close Range
Q1 2017
Shares 146,974 Value ($000) $6,817 Avg Close Range
Q4 2016
Shares 215,698 Value ($000) $9,258 Avg Close Range