ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 124,917 Value ($000) $9,671 Avg Close — Range —
Q3 2025
Shares 132,707 Value ($000) $10,168 Avg Close — Range —
Q2 2025
Shares 136,400 Value ($000) $9,902 Avg Close — Range —
Q1 2025
Shares 135,712 Value ($000) $8,613 Avg Close — Range —
Q4 2024
Shares 152,767 Value ($000) $9,271 Avg Close — Range —
Q3 2023
Shares 26 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 26 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 26 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 26 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 26 Value ($000) $1 Avg Close — Range —
Q2 2022
Shares 26 Value ($000) $1 Avg Close — Range —
Q1 2022
Shares 26 Value ($000) $2 Avg Close — Range —
Q4 2021
Shares 26 Value ($000) $2 Avg Close — Range —
Q3 2021
Shares 26 Value ($000) $2 Avg Close — Range —
Q2 2021
Shares 26 Value ($000) $2 Avg Close — Range —
Q1 2021
Shares 28 Value ($000) $2 Avg Close — Range —
Q4 2020
Shares 28 Value ($000) $2 Avg Close — Range —
Q3 2020
Shares 28 Value ($000) $2 Avg Close — Range —
Q2 2020
Shares 35 Value ($000) $2 Avg Close — Range —
Q1 2020
Shares 35 Value ($000) $2 Avg Close — Range —
Q4 2019
Shares 35 Value ($000) $2 Avg Close — Range —
Q3 2019
Shares 35 Value ($000) $2 Avg Close — Range —
Q2 2019
Shares 35 Value ($000) $2 Avg Close — Range —
Q1 2019
Shares 35 Value ($000) $2 Avg Close — Range —
Q4 2018
Shares 35 Value ($000) $2 Avg Close — Range —
Q3 2018
Shares 69 Value ($000) $4 Avg Close — Range —
Q2 2018
Shares 69 Value ($000) $4 Avg Close — Range —