ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

Sterling Financial Planning, Inc.'s Holding History (CIK: 0001844278)

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

Q4 2025
Shares 17,663 Value ($000) $1,369 Avg Close — Range —
Q3 2025
Shares 18,137 Value ($000) $1,391 Avg Close — Range —
Q2 2025
Shares 19,422 Value ($000) $1,412 Avg Close — Range —
Q1 2025
Shares 20,772 Value ($000) $1,320 Avg Close — Range —
Q4 2024
Shares 21,126 Value ($000) $1,283 Avg Close — Range —
Q3 2024
Shares 21,051 Value ($000) $1,425 Avg Close — Range —
Q2 2024
Shares 21,277 Value ($000) $1,312 Avg Close — Range —
Q1 2024
Shares 23,891 Value ($000) $1,513 Avg Close — Range —
Q4 2023
Shares 24,105 Value ($000) $1,492 Avg Close — Range —
Q3 2023
Shares 23,379 Value ($000) $1,320 Avg Close — Range —
Q2 2023
Shares 22,975 Value ($000) $1,355 Avg Close — Range —
Q1 2023
Shares 22,484 Value ($000) $1,338 Avg Close — Range —
Q4 2022
Shares 22,697 Value ($000) $1,282 Avg Close — Range —
Q3 2022
Shares 21,954 Value ($000) $1,071 Avg Close — Range —
Q2 2022
Shares 16,552 Value ($000) $904 Avg Close — Range —
Q1 2022
Shares 17,559 Value ($000) $1,165 Avg Close — Range —
Q4 2021
Shares 15,671 Value ($000) $1,145 Avg Close — Range —
Q3 2021
Shares 15,255 Value ($000) $1,135 Avg Close — Range —
Q2 2021
Shares 14,075 Value ($000) $1,044 Avg Close — Range —
Q1 2021
Shares 9,768 Value ($000) $702 Avg Close — Range —