ISHARES TR

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

Soltis Investment Advisors LLC's Holding History (CIK: 0001802530)

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

Q4 2025
Shares 3,854 Value ($000) $647 Avg Close — Range —
Q3 2025
Shares 2,922 Value ($000) $481 Avg Close — Range —
Q2 2025
Shares 2,888 Value ($000) $434 Avg Close — Range —
Q1 2024
Shares 1,926 Value ($000) $226 Avg Close — Range —