ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

VANCE WEALTH, LLC's Holding History (CIK: 0001910854)

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

Q4 2025
Shares 30,558 Value ($000) $2,369 Avg Close Range
Q3 2025
Shares 30,910 Value ($000) $2,371 Avg Close Range
Q2 2025
Shares 31,878 Value ($000) $2,317 Avg Close Range
Q1 2025
Shares 34,170 Value ($000) $2,171 Avg Close Range
Q4 2024
Shares 36,099 Value ($000) $2,193 Avg Close Range
Q3 2024
Shares 37,657 Value ($000) $2,549 Avg Close Range
Q2 2024
Shares 39,375 Value ($000) $2,427 Avg Close Range
Q1 2024
Shares 46,362 Value ($000) $2,936 Avg Close Range
Q4 2023
Shares 46,814 Value ($000) $2,898 Avg Close Range
Q3 2023
Shares 49,418 Value ($000) $2,791 Avg Close Range
Q2 2023
Shares 48,814 Value ($000) $2,879 Avg Close Range
Q1 2023
Shares 47,317 Value ($000) $2,816 Avg Close Range
Q4 2022
Shares 43,913 Value ($000) $2,480 Avg Close Range
Q3 2022
Shares 41,476 Value ($000) $2,023 Avg Close Range
Q2 2022
Shares 26,372 Value ($000) $1,440 Avg Close Range
Q1 2022
Shares 19,394 Value ($000) $1,287 Avg Close Range
Q4 2021
Shares 4,220 Value ($000) $308 Avg Close Range