ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q3 2025
Shares 2,819 Value ($000) $312 Avg Close — Range —
Q2 2025
Shares 2,819 Value ($000) $280 Avg Close — Range —
Q1 2025
Shares 2,819 Value ($000) $275 Avg Close — Range —
Q4 2024
Shares 3,301 Value ($000) $359 Avg Close — Range —
Q3 2024
Shares 2,008 Value ($000) $216 Avg Close — Range —
Q4 2023
Shares 2,008 Value ($000) $207 Avg Close — Range —
Q3 2023
Shares 4,108 Value ($000) $367 Avg Close — Range —
Q2 2023
Shares 4,108 Value ($000) $391 Avg Close — Range —
Q1 2023
Shares 4,108 Value ($000) $384 Avg Close — Range —
Q4 2022
Shares 4,108 Value ($000) $375 Avg Close — Range —
Q3 2022
Shares 4,108 Value ($000) $339 Avg Close — Range —
Q2 2022
Shares 4,108 Value ($000) $366 Avg Close — Range —
Q1 2022
Shares 4,108 Value ($000) $429 Avg Close — Range —
Q4 2021
Shares 4,108 Value ($000) $429 Avg Close — Range —
Q3 2021
Shares 4,108 Value ($000) $413 Avg Close — Range —
Q2 2021
Shares 4,108 Value ($000) $433 Avg Close — Range —