ISHARES TR

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

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0002006637)

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

Q4 2025
Shares 17,204 Value ($000) $2,889 Avg Close — Range —
Q3 2025
Shares 16,780 Value ($000) $2,761 Avg Close — Range —
Q2 2025
Shares 16,733 Value ($000) $2,517 Avg Close — Range —
Q1 2025
Shares 16,390 Value ($000) $2,083 Avg Close — Range —
Q4 2024
Shares 17,479 Value ($000) $2,436 Avg Close — Range —
Q3 2024
Shares 17,186 Value ($000) $2,267 Avg Close — Range —
Q2 2024
Shares 16,555 Value ($000) $2,110 Avg Close — Range —
Q1 2024
Shares 16,817 Value ($000) $1,971 Avg Close — Range —
Q4 2023
Shares 16,588 Value ($000) $1,727 Avg Close — Range —
Q3 2023
Shares 16,754 Value ($000) $1,589 Avg Close — Range —