ISHARES TR

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

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q4 2025
Shares 4,756 Value ($000) $799 Avg Close Range
Q3 2025
Shares 4,756 Value ($000) $783 Avg Close Range
Q2 2025
Shares 4,787 Value ($000) $720 Avg Close Range
Q1 2025
Shares 4,800 Value ($000) $610 Avg Close Range
Q4 2024
Shares 4,800 Value ($000) $669 Avg Close Range
Q3 2024
Shares 4,800 Value ($000) $633 Avg Close Range
Q2 2024
Shares 4,800 Value ($000) $612 Avg Close Range
Q1 2024
Shares 4,800 Value ($000) $563 Avg Close Range
Q4 2023
Shares 4,800 Value ($000) $500 Avg Close Range
Q3 2023
Shares 4,756 Value ($000) $451 Avg Close Range
Q2 2023
Shares 4,756 Value ($000) $464 Avg Close Range
Q1 2023
Shares 4,756 Value ($000) $422 Avg Close Range
Q4 2022
Shares 4,756 Value ($000) $388 Avg Close Range
Q3 2022
Shares 4,756 Value ($000) $381 Avg Close Range
Q2 2022
Shares 4,756 Value ($000) $398 Avg Close Range
Q1 2022
Shares 5,209 Value ($000) $550 Avg Close Range
Q4 2021
Shares 5,236 Value ($000) $605 Avg Close Range
Q3 2021
Shares 5,236 Value ($000) $536 Avg Close Range
Q2 2021
Shares 5,275 Value ($000) $533 Avg Close Range
Q1 2021
Shares 5,471 Value ($000) $497 Avg Close Range
Q4 2020
Shares 5,471 Value ($000) $485 Avg Close Range
Q3 2020
Shares 5,471 Value ($000) $438 Avg Close Range
Q4 2019
Shares 5,471 Value ($000) $370 Avg Close Range
Q3 2019
Shares 16,456 Value ($000) $1,035 Avg Close Range
Q2 2019
Shares 15,741 Value ($000) $987 Avg Close Range
Q1 2019
Shares 15,741 Value ($000) $949 Avg Close Range
Q4 2018
Shares 15,741 Value ($000) $830 Avg Close Range
Q3 2018
Shares 4,756 Value ($000) $295 Avg Close Range
Q2 2018
Shares 4,756 Value ($000) $283 Avg Close Range
Q1 2018
Shares 4,756 Value ($000) $260 Avg Close Range
Q4 2017
Shares 4,756 Value ($000) $255 Avg Close Range