ISHARES TR

Ticker: IYG CUSIP: 464287770 Class: ETF

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 5,389 Value ($000) $497 Avg Close — Range —
Q3 2025
Shares 5,994 Value ($000) $537 Avg Close — Range —
Q2 2025
Shares 5,994 Value ($000) $513 Avg Close — Range —
Q1 2025
Shares 5,994 Value ($000) $471 Avg Close — Range —
Q4 2024
Shares 6,150 Value ($000) $479 Avg Close — Range —
Q3 2024
Shares 6,150 Value ($000) $437 Avg Close — Range —
Q2 2024
Shares 6,150 Value ($000) $401 Avg Close — Range —
Q1 2024
Shares 6,150 Value ($000) $408 Avg Close — Range —
Q4 2023
Shares 2,200 Value ($000) $394 Avg Close — Range —
Q3 2023
Shares 2,200 Value ($000) $340 Avg Close — Range —
Q2 2023
Shares 2,200 Value ($000) $348 Avg Close — Range —
Q1 2023
Shares 2,200 Value ($000) $332 Avg Close — Range —
Q4 2022
Shares 2,200 Value ($000) $347 Avg Close — Range —
Q3 2022
Shares 2,865 Value ($000) $405 Avg Close — Range —
Q2 2022
Shares 2,920 Value ($000) $433 Avg Close — Range —
Q1 2022
Shares 3,010 Value ($000) $543 Avg Close — Range —
Q4 2021
Shares 3,044 Value ($000) $588 Avg Close — Range —
Q3 2021
Shares 3,010 Value ($000) $566 Avg Close — Range —
Q2 2021
Shares 3,010 Value ($000) $558 Avg Close — Range —
Q1 2021
Shares 3,288 Value ($000) $563 Avg Close — Range —
Q4 2020
Shares 3,288 Value ($000) $493 Avg Close — Range —
Q3 2020
Shares 3,423 Value ($000) $418 Avg Close — Range —
Q2 2020
Shares 3,423 Value ($000) $409 Avg Close — Range —
Q1 2020
Shares 3,523 Value ($000) $362 Avg Close — Range —
Q4 2019
Shares 3,653 Value ($000) $555 Avg Close — Range —
Q3 2019
Shares 3,803 Value ($000) $519 Avg Close — Range —
Q2 2019
Shares 3,803 Value ($000) $509 Avg Close — Range —
Q1 2019
Shares 3,843 Value ($000) $480 Avg Close — Range —
Q4 2018
Shares 3,843 Value ($000) $431 Avg Close — Range —
Q3 2018
Shares 3,843 Value ($000) $512 Avg Close — Range —
Q2 2018
Shares 4,035 Value ($000) $523 Avg Close — Range —
Q1 2018
Shares 4,035 Value ($000) $528 Avg Close — Range —
Q4 2017
Shares 4,360 Value ($000) $569 Avg Close — Range —
Q3 2017
Shares 4,739 Value ($000) $568 Avg Close — Range —
Q2 2017
Shares 4,739 Value ($000) $537 Avg Close — Range —
Q1 2017
Shares 4,776 Value ($000) $521 Avg Close — Range —
Q4 2016
Shares 4,776 Value ($000) $507 Avg Close — Range —
Q3 2016
Shares 4,875 Value ($000) $428 Avg Close — Range —
Q2 2016
Shares 4,875 Value ($000) $393 Avg Close — Range —
Q1 2016
Shares 4,875 Value ($000) $396 Avg Close — Range —
Q4 2015
Shares 5,245 Value ($000) $472 Avg Close — Range —
Q3 2015
Shares 6,305 Value ($000) $539 Avg Close — Range —
Q2 2015
Shares 6,555 Value ($000) $616 Avg Close — Range —
Q1 2015
Shares 6,775 Value ($000) $606 Avg Close — Range —
Q4 2014
Shares 6,775 Value ($000) $622 Avg Close — Range —
Q3 2014
Shares 6,740 Value ($000) $580 Avg Close — Range —
Q2 2014
Shares 6,790 Value ($000) $573 Avg Close — Range —
Q1 2014
Shares 7,226 Value ($000) $611 Avg Close — Range —
Q4 2013
Shares 7,676 Value ($000) $643 Avg Close — Range —
Q3 2013
Shares 8,166 Value ($000) $605 Avg Close — Range —
Q2 2013
Shares 8,546 Value ($000) $611 Avg Close — Range —