ISHARES TR

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

Helen Stephens Group, LLC's Holding History (CIK: 0001895252)

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

Q4 2025
Shares 198,031 Value ($000) $33,257 Avg Close — Range —
Q3 2025
Shares 201,262 Value ($000) $33,116 Avg Close — Range —
Q2 2025
Shares 204,668 Value ($000) $30,782 Avg Close — Range —
Q1 2025
Shares 192,596 Value ($000) $24,475 Avg Close — Range —
Q4 2024
Shares 178,228 Value ($000) $24,836 Avg Close — Range —
Q3 2024
Shares 159,039 Value ($000) $20,979 Avg Close — Range —
Q2 2024
Shares 147,938 Value ($000) $18,859 Avg Close — Range —
Q1 2024
Shares 136,423 Value ($000) $15,990 Avg Close — Range —
Q4 2023
Shares 129,167 Value ($000) $13,446 Avg Close — Range —
Q3 2023
Shares 121,919 Value ($000) $11,562 Avg Close — Range —
Q2 2023
Shares 121,608 Value ($000) $11,874 Avg Close — Range —
Q1 2023
Shares 118,623 Value ($000) $10,530 Avg Close — Range —
Q4 2022
Shares 108,336 Value ($000) $8,832 Avg Close — Range —
Q3 2022
Shares 82,866 Value ($000) $6,644 Avg Close — Range —
Q2 2022
Shares 104,253 Value ($000) $8,726 Avg Close — Range —
Q1 2022
Shares 81,762 Value ($000) $8,639 Avg Close — Range —
Q4 2021
Shares 68,584 Value ($000) $7,931 Avg Close — Range —