ISHARES TR

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

Madison Wealth Partners, Inc's Holding History (CIK: 0001844424)

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

Q4 2025
Shares 401,259 Value ($000) $67,387 Avg Close — Range —
Q3 2025
Shares 392,985 Value ($000) $64,662 Avg Close — Range —
Q2 2025
Shares 408,133 Value ($000) $61,383 Avg Close — Range —
Q1 2025
Shares 390,148 Value ($000) $49,580 Avg Close — Range —
Q4 2024
Shares 389,481 Value ($000) $54,274 Avg Close — Range —
Q3 2024
Shares 341,373 Value ($000) $45,031 Avg Close — Range —
Q2 2024
Shares 342,458 Value ($000) $43,657 Avg Close — Range —
Q1 2024
Shares 342,335 Value ($000) $40,125 Avg Close — Range —
Q4 2023
Shares 340,717 Value ($000) $35,469 Avg Close — Range —
Q3 2023
Shares 327,310 Value ($000) $31,039 Avg Close — Range —
Q2 2023
Shares 363,070 Value ($000) $35,450 Avg Close — Range —
Q1 2023
Shares 369,026 Value ($000) $32,758 Avg Close — Range —
Q4 2022
Shares 346,875 Value ($000) $28,277 Avg Close — Range —
Q3 2022
Shares 342,727 Value ($000) $27,480 Avg Close — Range —
Q2 2022
Shares 326,892 Value ($000) $27,361 Avg Close — Range —
Q1 2022
Shares 298,835 Value ($000) $31,575 Avg Close — Range —
Q4 2021
Shares 284,803 Value ($000) $32,935 Avg Close — Range —
Q3 2021
Shares 270,952 Value ($000) $27,748 Avg Close — Range —
Q2 2021
Shares 262,585 Value ($000) $26,516 Avg Close — Range —
Q1 2021
Shares 252,172 Value ($000) $22,365 Avg Close — Range —
Q4 2020
Shares 253,494 Value ($000) $22,482 Avg Close — Range —