ISHARES TR

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

SWEENEY & MICHEL, LLC's Holding History (CIK: 0001979556)

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

Q4 2025
Shares 9,337 Value ($000) $1,555 Avg Close — Range —
Q3 2025
Shares 9,322 Value ($000) $1,503 Avg Close — Range —
Q2 2025
Shares 9,308 Value ($000) $1,408 Avg Close — Range —
Q1 2025
Shares 9,245 Value ($000) $1,051 Avg Close — Range —
Q3 2024
Shares 10,660 Value ($000) $1,432 Avg Close — Range —
Q2 2024
Shares 10,639 Value ($000) $1,406 Avg Close — Range —
Q1 2024
Shares 10,627 Value ($000) $1,256 Avg Close — Range —
Q3 2023
Shares 5,830 Value ($000) $565 Avg Close — Range —
Q2 2023
Shares 5,808 Value ($000) $571 Avg Close — Range —
Q1 2023
Shares 5,836 Value ($000) $549 Avg Close — Range —