ISHARES TR

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

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q4 2025
Shares 1,563 Value ($000) $263 Avg Close — Range —
Q3 2025
Shares 1,605 Value ($000) $264 Avg Close — Range —
Q2 2025
Shares 1,578 Value ($000) $237 Avg Close — Range —
Q1 2025
Shares 1,866 Value ($000) $237 Avg Close — Range —
Q4 2024
Shares 1,954 Value ($000) $272 Avg Close — Range —
Q3 2024
Shares 1,971 Value ($000) $260 Avg Close — Range —
Q2 2024
Shares 2,133 Value ($000) $272 Avg Close — Range —
Q1 2024
Shares 2,149 Value ($000) $252 Avg Close — Range —
Q4 2023
Shares 2,147 Value ($000) $224 Avg Close — Range —
Q4 2021
Shares 1,748 Value ($000) $202 Avg Close — Range —
Q2 2021
Shares 2,077 Value ($000) $210 Avg Close — Range —
Q1 2021
Shares 19,270 Value ($000) $1,750 Avg Close — Range —
Q4 2020
Shares 19,711 Value ($000) $1,748 Avg Close — Range —
Q3 2020
Shares 19,197 Value ($000) $1,535 Avg Close — Range —
Q2 2020
Shares 20,824 Value ($000) $1,497 Avg Close — Range —
Q1 2020
Shares 19,813 Value ($000) $1,131 Avg Close — Range —
Q4 2019
Shares 21,459 Value ($000) $1,451 Avg Close — Range —