ISHARES TR

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

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 31,634 Value ($000) $5,195 Avg Close — Range —
Q3 2025
Shares 29,816 Value ($000) $4,922 Avg Close — Range —
Q2 2025
Shares 28,919 Value ($000) $4,374 Avg Close — Range —
Q1 2025
Shares 22,350 Value ($000) $2,572 Avg Close — Range —
Q4 2024
Shares 21,394 Value ($000) $3 Avg Close — Range —
Q3 2024
Shares 21,299 Value ($000) $3 Avg Close — Range —
Q2 2024
Shares 67,390 Value ($000) $9 Avg Close — Range —
Q1 2024
Shares 64,426 Value ($000) $8 Avg Close — Range —
Q4 2023
Shares 63,148 Value ($000) $7 Avg Close — Range —
Q3 2023
Shares 58,964 Value ($000) $6 Avg Close — Range —
Q2 2023
Shares 81,102 Value ($000) $8 Avg Close — Range —
Q1 2023
Shares 2,651 Value ($000) $0 Avg Close — Range —