ISHARES TR

Ticker: IYH CUSIP: 464287762 Class: US HLTHCARE ETF

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 15,533 Value ($000) $1,011 Avg Close Range
Q3 2025
Shares 14,372 Value ($000) $844 Avg Close Range
Q2 2025
Shares 14,163 Value ($000) $800 Avg Close Range
Q3 2023
Shares 1,154 Value ($000) $0 Avg Close Range
Q2 2023
Shares 952 Value ($000) $267 Avg Close Range
Q1 2023
Shares 765 Value ($000) $218 Avg Close Range
Q3 2021
Shares 82 Value ($000) $23 Avg Close Range
Q2 2021
Shares 82 Value ($000) $22 Avg Close Range
Q1 2021
Shares 82 Value ($000) $20 Avg Close Range
Q4 2020
Shares 82 Value ($000) $20 Avg Close Range
Q3 2020
Shares 82 Value ($000) $19 Avg Close Range
Q2 2020
Shares 82 Value ($000) $18 Avg Close Range
Q1 2020
Shares 82 Value ($000) $15 Avg Close Range
Q4 2019
Shares 82 Value ($000) $18 Avg Close Range
Q3 2019
Shares 82 Value ($000) $16 Avg Close Range
Q2 2019
Shares 82 Value ($000) $16 Avg Close Range
Q1 2019
Shares 90 Value ($000) $17 Avg Close Range
Q4 2018
Shares 82 Value ($000) $14 Avg Close Range