ISHARES TR

Ticker: IMCV CUSIP: 464288406 Class: MRGSTR MD CP VAL

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 358,216 Value ($000) $29,495 Avg Close Range
Q3 2025
Shares 360,195 Value ($000) $28,942 Avg Close Range
Q2 2025
Shares 359,977 Value ($000) $27,351 Avg Close Range
Q1 2025
Shares 340,525 Value ($000) $25,264 Avg Close Range
Q4 2024
Shares 343,362 Value ($000) $25,498 Avg Close Range
Q3 2024
Shares 344,958 Value ($000) $26,438 Avg Close Range
Q2 2024
Shares 347,846 Value ($000) $24,433 Avg Close Range
Q1 2024
Shares 352,360 Value ($000) $25,564 Avg Close Range
Q4 2023
Shares 358,361 Value ($000) $24,268 Avg Close Range
Q3 2023
Shares 325,949 Value ($000) $19,749 Avg Close Range
Q2 2023
Shares 289,672 Value ($000) $18,452 Avg Close Range
Q1 2023
Shares 283,668 Value ($000) $17,553 Avg Close Range
Q4 2022
Shares 175,651 Value ($000) $10,899 Avg Close Range
Q3 2022
Shares 32,110 Value ($000) $1,796 Avg Close Range
Q2 2022
Shares 5,697 Value ($000) $338 Avg Close Range