ISHARES TR

Ticker: IMCG CUSIP: 464288307 Class: MRGSTR MD CP GRW

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 1,563 Value ($000) $125 Avg Close — Range —
Q3 2025
Shares 1,559 Value ($000) $129 Avg Close — Range —
Q2 2025
Shares 1,556 Value ($000) $125 Avg Close — Range —
Q1 2025
Shares 1,553 Value ($000) $111 Avg Close — Range —
Q4 2024
Shares 1,390 Value ($000) $105 Avg Close — Range —
Q3 2024
Shares 1,387 Value ($000) $101 Avg Close — Range —
Q2 2024
Shares 1,384 Value ($000) $94 Avg Close — Range —
Q1 2024
Shares 1,382 Value ($000) $98 Avg Close — Range —
Q4 2023
Shares 1,379 Value ($000) $89 Avg Close — Range —
Q3 2023
Shares 1,372 Value ($000) $78 Avg Close — Range —
Q2 2023
Shares 1,372 Value ($000) $84 Avg Close — Range —
Q1 2023
Shares 1,369 Value ($000) $79 Avg Close — Range —
Q4 2022
Shares 1,366 Value ($000) $74 Avg Close — Range —
Q3 2021
Shares 2,484 Value ($000) $171 Avg Close — Range —
Q2 2021
Shares 2,484 Value ($000) $171 Avg Close — Range —
Q1 2021
Shares 156,554 Value ($000) $0 Avg Close — Range —