ISHARES TR

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

SFG Wealth Management, LLC.'s Holding History (CIK: 0001908914)

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

Q4 2025
Shares 2,143 Value ($000) $360 Avg Close — Range —
Q3 2025
Shares 2,301 Value ($000) $379 Avg Close — Range —
Q2 2025
Shares 2,399 Value ($000) $361 Avg Close — Range —
Q1 2025
Shares 2,483 Value ($000) $316 Avg Close — Range —
Q4 2024
Shares 2,557 Value ($000) $356 Avg Close — Range —
Q3 2024
Shares 2,417 Value ($000) $319 Avg Close — Range —
Q2 2024
Shares 2,416 Value ($000) $308 Avg Close — Range —
Q1 2024
Shares 3,038 Value ($000) $356 Avg Close — Range —
Q4 2023
Shares 3,402 Value ($000) $354 Avg Close — Range —
Q3 2023
Shares 2,693 Value ($000) $255 Avg Close — Range —
Q2 2023
Shares 2,693 Value ($000) $263 Avg Close — Range —
Q1 2023
Shares 2,280 Value ($000) $202 Avg Close — Range —
Q1 2022
Shares 2,805 Value ($000) $296 Avg Close — Range —
Q4 2021
Shares 3,548 Value ($000) $410 Avg Close — Range —