ISHARES TR

Ticker: IYE CUSIP: 464287796 Class: U.S. ENERGY ETF

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

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

Q4 2025
Shares 15,141 Value ($000) $720 Avg Close — Range —
Q3 2025
Shares 13,637 Value ($000) $648 Avg Close — Range —
Q2 2025
Shares 13,028 Value ($000) $589 Avg Close — Range —
Q3 2023
Shares 7,175 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 8,144 Value ($000) $349 Avg Close — Range —
Q1 2023
Shares 9,125 Value ($000) $399 Avg Close — Range —
Q3 2022
Shares 35,581 Value ($000) $1,398 Avg Close — Range —
Q2 2022
Shares 65,068 Value ($000) $2,480 Avg Close — Range —
Q1 2022
Shares 113,491 Value ($000) $4,633 Avg Close — Range —
Q4 2021
Shares 112,059 Value ($000) $3,359 Avg Close — Range —
Q3 2021
Shares 110,925 Value ($000) $3,135 Avg Close — Range —
Q2 2021
Shares 123,422 Value ($000) $3,590 Avg Close — Range —