ISHARES TR

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

Phoenix Wealth Advisors's Holding History (CIK: 0001842362)

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

Q4 2025
Shares 46,987 Value ($000) $7,891 Avg Close — Range —
Q3 2025
Shares 46,599 Value ($000) $7,667 Avg Close — Range —
Q2 2025
Shares 46,777 Value ($000) $7,035 Avg Close — Range —
Q1 2025
Shares 56,438 Value ($000) $7,172 Avg Close — Range —
Q4 2024
Shares 50,523 Value ($000) $7,040 Avg Close — Range —
Q3 2024
Shares 56,431 Value ($000) $7,444 Avg Close — Range —
Q2 2024
Shares 54,599 Value ($000) $6,960 Avg Close — Range —
Q1 2024
Shares 51,858 Value ($000) $6,078 Avg Close — Range —
Q4 2023
Shares 63,524 Value ($000) $6,509 Avg Close — Range —
Q3 2023
Shares 54,451 Value ($000) $5,164 Avg Close — Range —
Q2 2023
Shares 53,084 Value ($000) $5,183 Avg Close — Range —
Q1 2023
Shares 48,044 Value ($000) $4,265 Avg Close — Range —
Q4 2022
Shares 45,343 Value ($000) $3,696 Avg Close — Range —
Q3 2022
Shares 35,008 Value ($000) $2,807 Avg Close — Range —
Q2 2022
Shares 16,477 Value ($000) $1,379 Avg Close — Range —