ISHARES TR

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

Colonial River Wealth Management, LLC's Holding History (CIK: 0001845859)

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

Q4 2025
Shares 2,621 Value ($000) $440 Avg Close — Range —
Q3 2025
Shares 2,993 Value ($000) $493 Avg Close — Range —
Q2 2025
Shares 1,769 Value ($000) $268 Avg Close — Range —
Q1 2025
Shares 2,107 Value ($000) $268 Avg Close — Range —
Q4 2024
Shares 1,905 Value ($000) $265 Avg Close — Range —
Q3 2024
Shares 1,955 Value ($000) $258 Avg Close — Range —
Q2 2024
Shares 1,703 Value ($000) $217 Avg Close — Range —
Q1 2024
Shares 1,753 Value ($000) $205 Avg Close — Range —
Q2 2023
Shares 2,978 Value ($000) $291 Avg Close — Range —
Q1 2023
Shares 3,891 Value ($000) $345 Avg Close — Range —
Q4 2022
Shares 4,167 Value ($000) $340 Avg Close — Range —
Q3 2022
Shares 4,121 Value ($000) $330 Avg Close — Range —
Q2 2022
Shares 5,835 Value ($000) $488 Avg Close — Range —
Q1 2022
Shares 6,174 Value ($000) $652 Avg Close — Range —
Q4 2021
Shares 6,229 Value ($000) $720 Avg Close — Range —
Q2 2021
Shares 6,508 Value ($000) $657 Avg Close — Range —
Q1 2021
Shares 6,649 Value ($000) $604 Avg Close — Range —
Q4 2020
Shares 7,881 Value ($000) $733 Avg Close — Range —