ISHARES TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 24,744 Value ($000) $4,156 Avg Close — Range —
Q3 2025
Shares 24,877 Value ($000) $4,093 Avg Close — Range —
Q2 2025
Shares 23,336 Value ($000) $3,510 Avg Close — Range —
Q1 2025
Shares 24,938 Value ($000) $3,169 Avg Close — Range —
Q4 2024
Shares 25,988 Value ($000) $3,622 Avg Close — Range —
Q3 2024
Shares 24,564 Value ($000) $3,240 Avg Close — Range —
Q2 2024
Shares 24,562 Value ($000) $3,131 Avg Close — Range —
Q1 2024
Shares 24,562 Value ($000) $2,879 Avg Close — Range —
Q4 2023
Shares 24,580 Value ($000) $2,559 Avg Close — Range —
Q3 2023
Shares 25,200 Value ($000) $2,390 Avg Close — Range —
Q2 2023
Shares 25,413 Value ($000) $2,481 Avg Close — Range —
Q1 2023
Shares 24,723 Value ($000) $2,195 Avg Close — Range —
Q4 2022
Shares 25,272 Value ($000) $2,060 Avg Close — Range —
Q3 2022
Shares 24,832 Value ($000) $1,991 Avg Close — Range —
Q2 2022
Shares 24,830 Value ($000) $2,078 Avg Close — Range —
Q1 2022
Shares 24,828 Value ($000) $2,623 Avg Close — Range —
Q4 2021
Shares 24,745 Value ($000) $2,862 Avg Close — Range —