ISHARES TR

Ticker: IYG CUSIP: 464287770 Class: ETF

Horizon Family Wealth, Inc.'s Holding History (CIK: 0001910660)

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

Q4 2025
Shares 4,714 Value ($000) $435 Avg Close — Range —
Q3 2025
Shares 5,194 Value ($000) $466 Avg Close — Range —
Q2 2025
Shares 4,913 Value ($000) $421 Avg Close — Range —
Q1 2025
Shares 4,839 Value ($000) $380 Avg Close — Range —
Q4 2024
Shares 5,174 Value ($000) $403 Avg Close — Range —
Q3 2024
Shares 4,662 Value ($000) $331 Avg Close — Range —
Q2 2024
Shares 4,579 Value ($000) $299 Avg Close — Range —
Q1 2024
Shares 4,536 Value ($000) $301 Avg Close — Range —
Q4 2023
Shares 1,522 Value ($000) $273 Avg Close — Range —
Q3 2023
Shares 1,530 Value ($000) $237 Avg Close — Range —
Q2 2023
Shares 2,562 Value ($000) $405 Avg Close — Range —
Q1 2023
Shares 1,492 Value ($000) $225 Avg Close — Range —
Q4 2022
Shares 1,456 Value ($000) $229 Avg Close — Range —
Q1 2022
Shares 1,263 Value ($000) $228 Avg Close — Range —
Q4 2021
Shares 1,079 Value ($000) $208 Avg Close — Range —