ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

NewEdge Wealth, LLC's Holding History (CIK: 0001861796)

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

Q4 2025
Shares 6,397 Value ($000) $496 Avg Close — Range —
Q3 2025
Shares 6,332 Value ($000) $479 Avg Close — Range —
Q2 2025
Shares 5,609 Value ($000) $419 Avg Close — Range —
Q1 2025
Shares 4,830 Value ($000) $307 Avg Close — Range —
Q4 2024
Shares 4,830 Value ($000) $293 Avg Close — Range —
Q3 2024
Shares 5,607 Value ($000) $380 Avg Close — Range —
Q2 2024
Shares 4,863 Value ($000) $300 Avg Close — Range —
Q1 2024
Shares 20,956 Value ($000) $1,303 Avg Close — Range —
Q4 2023
Shares 16,973 Value ($000) $1,051 Avg Close — Range —
Q3 2023
Shares 17,372 Value ($000) $981 Avg Close — Range —
Q2 2023
Shares 17,636 Value ($000) $1,040 Avg Close — Range —
Q1 2023
Shares 16,968 Value ($000) $1,010 Avg Close — Range —
Q1 2022
Shares 42,163 Value ($000) $2,797 Avg Close — Range —
Q4 2021
Shares 58,815 Value ($000) $4,299 Avg Close — Range —