ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 594,386 Value ($000) $46,083 Avg Close — Range —
Q3 2025
Shares 616,049 Value ($000) $47,263 Avg Close — Range —
Q2 2025
Shares 649,117 Value ($000) $47,178 Avg Close — Range —
Q1 2025
Shares 689,995 Value ($000) $43,835 Avg Close — Range —
Q4 2024
Shares 960,484 Value ($000) $58,349 Avg Close — Range —
Q3 2024
Shares 1,097,512 Value ($000) $74,302 Avg Close — Range —
Q2 2024
Shares 1,142,813 Value ($000) $70,443 Avg Close — Range —
Q1 2024
Shares 1,202,370 Value ($000) $76,146 Avg Close — Range —
Q4 2023
Shares 1,245,429 Value ($000) $77,092 Avg Close — Range —
Q3 2023
Shares 1,521,852 Value ($000) $85,939 Avg Close — Range —
Q2 2023
Shares 1,597,849 Value ($000) $94,241 Avg Close — Range —
Q1 2023
Shares 1,597,811 Value ($000) $95,086 Avg Close — Range —
Q4 2022
Shares 1,588,535 Value ($000) $89,720 Avg Close — Range —
Q3 2022
Shares 1,622,690 Value ($000) $79,155 Avg Close — Range —
Q2 2022
Shares 1,603,110 Value ($000) $87,514 Avg Close — Range —
Q1 2022
Shares 1,567,966 Value ($000) $104,019 Avg Close — Range —
Q4 2021
Shares 1,526,651 Value ($000) $111,583 Avg Close — Range —
Q3 2021
Shares 1,487,267 Value ($000) $110,668 Avg Close — Range —
Q2 2021
Shares 1,443,928 Value ($000) $107,082 Avg Close — Range —
Q1 2021
Shares 1,418,070 Value ($000) $101,874 Avg Close — Range —
Q4 2020
Shares 1,348,349 Value ($000) $92,160 Avg Close — Range —
Q3 2020
Shares 1,262,771 Value ($000) $74,491 Avg Close — Range —
Q2 2020
Shares 1,185,558 Value ($000) $63,570 Avg Close — Range —
Q1 2020
Shares 790,561 Value ($000) $35,441 Avg Close — Range —
Q4 2019
Shares 61,194 Value ($000) $3,811 Avg Close — Range —
Q3 2019
Shares 53,703 Value ($000) $3,073 Avg Close — Range —
Q2 2019
Shares 54,545 Value ($000) $3,131 Avg Close — Range —
Q1 2019
Shares 57,802 Value ($000) $3,320 Avg Close — Range —
Q4 2018
Shares 66,472 Value ($000) $3,445 Avg Close — Range —
Q3 2018
Shares 76,181 Value ($000) $4,745 Avg Close — Range —
Q2 2018
Shares 79,866 Value ($000) $5,011 Avg Close — Range —
Q1 2018
Shares 86,719 Value ($000) $5,653 Avg Close — Range —
Q4 2017
Shares 138,345 Value ($000) $8,923 Avg Close — Range —
Q3 2017
Shares 147,717 Value ($000) $9,158 Avg Close — Range —
Q2 2017
Shares 151,576 Value ($000) $8,767 Avg Close — Range —
Q1 2017
Shares 157,911 Value ($000) $8,549 Avg Close — Range —
Q4 2016
Shares 164,683 Value ($000) $8,208 Avg Close — Range —
Q3 2016
Shares 171,807 Value ($000) $9,004 Avg Close — Range —
Q2 2016
Shares 232,130 Value ($000) $11,203 Avg Close — Range —
Q1 2016
Shares 423,610 Value ($000) $21,096 Avg Close — Range —
Q4 2015
Shares 519,046 Value ($000) $25,926 Avg Close — Range —
Q3 2015
Shares 652,029 Value ($000) $31,147 Avg Close — Range —
Q2 2015
Shares 761,205 Value ($000) $38,837 Avg Close — Range —
Q1 2015
Shares 809,396 Value ($000) $40,041 Avg Close — Range —
Q4 2014
Shares 803,572 Value ($000) $37,535 Avg Close — Range —
Q3 2014
Shares 801,279 Value ($000) $38,862 Avg Close — Range —
Q2 2014
Shares 782,325 Value ($000) $41,401 Avg Close — Range —
Q1 2014
Shares 716,614 Value ($000) $37,396 Avg Close — Range —
Q4 2013
Shares 690,980 Value ($000) $35,226 Avg Close — Range —
Q3 2013
Shares 664,446 Value ($000) $32,232 Avg Close — Range —