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ISHARES TR
Ticker: IYK
CUSIP: 464287812
Class: US CONSM STAPLES
LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)
Note: Option positions (PUT/CALL) are excluded.
Q4 2025
Shares
11,524
Value ($000)
$771
Avg Close
—
Range
—
Q3 2025
Shares
10,211
Value ($000)
$698
Avg Close
—
Range
—
Q2 2025
Shares
9,630
Value ($000)
$679
Avg Close
—
Range
—
Q3 2021
Shares
32
Value ($000)
$6
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q4 2025
11,524
$771
—
—
Q3 2025
10,211
$698
—
—
Q2 2025
9,630
$679
—
—
Q3 2021
32
$6
—
—