ISHARES TR

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

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 2,067 Value ($000) $347 Avg Close Range
Q3 2025
Shares 2,065 Value ($000) $340 Avg Close Range
Q2 2025
Shares 2,062 Value ($000) $310 Avg Close Range
Q1 2025
Shares 2,060 Value ($000) $262 Avg Close Range
Q4 2024
Shares 2,083 Value ($000) $290 Avg Close Range
Q3 2024
Shares 2,080 Value ($000) $274 Avg Close Range
Q2 2024
Shares 2,077 Value ($000) $265 Avg Close Range
Q1 2024
Shares 2,131 Value ($000) $250 Avg Close Range
Q4 2023
Shares 2,088 Value ($000) $217 Avg Close Range
Q3 2023
Shares 2,039 Value ($000) $193 Avg Close Range
Q2 2023
Shares 2,039 Value ($000) $199 Avg Close Range
Q1 2023
Shares 2,036 Value ($000) $181 Avg Close Range
Q4 2022
Shares 2,030 Value ($000) $165 Avg Close Range
Q3 2022
Shares 2,026 Value ($000) $162 Avg Close Range
Q2 2022
Shares 2,021 Value ($000) $169 Avg Close Range
Q1 2022
Shares 1,993 Value ($000) $211 Avg Close Range
Q4 2021
Shares 1,990 Value ($000) $230 Avg Close Range
Q3 2021
Shares 1,966 Value ($000) $201 Avg Close Range
Q2 2021
Shares 1,125 Value ($000) $114 Avg Close Range
Q1 2021
Shares 102,084 Value ($000) $1 Avg Close Range
Q4 2020
Shares 899 Value ($000) $80 Avg Close Range
Q3 2020
Shares 827 Value ($000) $66 Avg Close Range
Q2 2020
Shares 826 Value ($000) $59 Avg Close Range
Q1 2020
Shares 766 Value ($000) $44 Avg Close Range
Q4 2019
Shares 764 Value ($000) $52 Avg Close Range