ISHARES TR

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

MOTIVE WEALTH ADVISORS's Holding History (CIK: 0001877093)

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

Q4 2025
Shares 48,380 Value ($000) $8,125 Avg Close — Range —
Q3 2025
Shares 52,184 Value ($000) $8,586 Avg Close — Range —
Q2 2025
Shares 54,016 Value ($000) $8,124 Avg Close — Range —
Q1 2025
Shares 52,178 Value ($000) $6,631 Avg Close — Range —
Q4 2024
Shares 57,883 Value ($000) $8,066 Avg Close — Range —
Q3 2024
Shares 61,607 Value ($000) $7,854 Avg Close — Range —
Q2 2024
Shares 61,607 Value ($000) $7,854 Avg Close — Range —
Q1 2024
Shares 61,863 Value ($000) $7,251 Avg Close — Range —
Q4 2023
Shares 28,524 Value ($000) $2,969 Avg Close — Range —
Q3 2023
Shares 34,067 Value ($000) $3,231 Avg Close — Range —
Q2 2023
Shares 34,869 Value ($000) $3,405 Avg Close — Range —
Q1 2023
Shares 37,075 Value ($000) $3,291 Avg Close — Range —
Q4 2022
Shares 65,966 Value ($000) $5,378 Avg Close — Range —
Q3 2022
Shares 56,915 Value ($000) $4,563 Avg Close — Range —
Q2 2022
Shares 49,433 Value ($000) $4,138 Avg Close — Range —
Q1 2022
Shares 37,157 Value ($000) $3,926 Avg Close — Range —
Q4 2021
Shares 31,408 Value ($000) $3,632 Avg Close — Range —
Q3 2021
Shares 26,843 Value ($000) $2,749 Avg Close — Range —
Q2 2021
Shares 25,521 Value ($000) $2,577 Avg Close — Range —