ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 9,335 Value ($000) $724 Avg Close Range
Q3 2025
Shares 9,157 Value ($000) $703 Avg Close Range
Q2 2025
Shares 9,157 Value ($000) $666 Avg Close Range
Q1 2025
Shares 9,020 Value ($000) $573 Avg Close Range
Q4 2024
Shares 9,020 Value ($000) $548 Avg Close Range
Q3 2024
Shares 8,916 Value ($000) $604 Avg Close Range
Q2 2024
Shares 8,916 Value ($000) $550 Avg Close Range
Q1 2024
Shares 11,016 Value ($000) $698 Avg Close Range
Q4 2023
Shares 14,235 Value ($000) $804 Avg Close Range
Q3 2023
Shares 10,927 Value ($000) $617 Avg Close Range
Q2 2023
Shares 12,804 Value ($000) $755 Avg Close Range
Q1 2023
Shares 13,892 Value ($000) $827 Avg Close Range
Q4 2022
Shares 14,235 Value ($000) $804 Avg Close Range
Q3 2022
Shares 25,786 Value ($000) $1,258 Avg Close Range
Q2 2022
Shares 25,715 Value ($000) $1,404 Avg Close Range
Q1 2022
Shares 29,537 Value ($000) $1,960 Avg Close Range
Q4 2021
Shares 32,660 Value ($000) $2,387 Avg Close Range
Q3 2021
Shares 32,772 Value ($000) $2,439 Avg Close Range
Q2 2021
Shares 36,272 Value ($000) $2,690 Avg Close Range
Q1 2021
Shares 36,549 Value ($000) $2,626 Avg Close Range
Q4 2020
Shares 36,549 Value ($000) $2,498 Avg Close Range
Q3 2020
Shares 156,418 Value ($000) $9,227 Avg Close Range
Q2 2020
Shares 283,050 Value ($000) $15,177 Avg Close Range