ISHARES TR

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

Cardinal Strategic Wealth Guidance's Holding History (CIK: 0001801989)

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

Q4 2025
Shares 334,528 Value ($000) $56,181 Avg Close — Range —
Q3 2025
Shares 332,687 Value ($000) $54,740 Avg Close — Range —
Q2 2025
Shares 334,365 Value ($000) $50,289 Avg Close — Range —
Q1 2025
Shares 356,917 Value ($000) $45,357 Avg Close — Range —
Q4 2024
Shares 344,137 Value ($000) $47,956 Avg Close — Range —
Q3 2024
Shares 349,736 Value ($000) $46,134 Avg Close — Range —
Q2 2024
Shares 319,500 Value ($000) $40,730 Avg Close — Range —
Q1 2024
Shares 271,189 Value ($000) $31,786 Avg Close — Range —
Q4 2023
Shares 255,708 Value ($000) $26,621 Avg Close — Range —
Q3 2023
Shares 229,317 Value ($000) $21,746 Avg Close — Range —
Q2 2023
Shares 214,069 Value ($000) $20,897 Avg Close — Range —
Q1 2023
Shares 206,034 Value ($000) $18,286 Avg Close — Range —
Q4 2022
Shares 140,872 Value ($000) $11,484 Avg Close — Range —
Q3 2022
Shares 117,808 Value ($000) $9,447 Avg Close — Range —
Q2 2022
Shares 87,016 Value ($000) $7,284 Avg Close — Range —
Q1 2022
Shares 82,285 Value ($000) $8,695 Avg Close — Range —
Q4 2021
Shares 49,117 Value ($000) $5,680 Avg Close — Range —
Q3 2021
Shares 48,314 Value ($000) $4,948 Avg Close — Range —
Q2 2021
Shares 47,597 Value ($000) $4,806 Avg Close — Range —
Q1 2021
Shares 48,359 Value ($000) $4,390 Avg Close — Range —
Q4 2020
Shares 93,664 Value ($000) $8,307 Avg Close — Range —
Q3 2020
Shares 92,179 Value ($000) $7,372 Avg Close — Range —
Q2 2020
Shares 95,885 Value ($000) $6,892 Avg Close — Range —
Q1 2020
Shares 86,122 Value ($000) $4,917 Avg Close — Range —
Q4 2019
Shares 51,147 Value ($000) $3,460 Avg Close — Range —