ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

FSM Wealth Advisors, LLC's Holding History (CIK: 0001942548)

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

Q4 2025
Shares 218,421 Value ($000) $16,934 Avg Close Range
Q3 2025
Shares 209,009 Value ($000) $16,035 Avg Close Range
Q2 2025
Shares 171,474 Value ($000) $12,362 Avg Close Range
Q1 2025
Shares 157,879 Value ($000) $10,030 Avg Close Range
Q4 2024
Shares 125,616 Value ($000) $7,615 Avg Close Range
Q3 2024
Shares 105,836 Value ($000) $7,165 Avg Close Range
Q2 2024
Shares 96,710 Value ($000) $5,961 Avg Close Range
Q1 2024
Shares 87,853 Value ($000) $5,564 Avg Close Range
Q4 2023
Shares 65,882 Value ($000) $4,078 Avg Close Range
Q3 2023
Shares 50,773 Value ($000) $2,867 Avg Close Range
Q2 2023
Shares 42,286 Value ($000) $2,515 Avg Close Range
Q1 2023
Shares 33,443 Value ($000) $1,990 Avg Close Range
Q4 2022
Shares 30,176 Value ($000) $1,704 Avg Close Range
Q3 2022
Shares 25,485 Value ($000) $1,243 Avg Close Range
Q2 2022
Shares 23,042 Value ($000) $1,330 Avg Close Range