ISHARES TR

Ticker: IDV CUSIP: 464288448 Class: INTL SEL DIV ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 10,434 Value ($000) $412 Avg Close — Range —
Q3 2025
Shares 10,434 Value ($000) $381 Avg Close — Range —
Q4 2024
Shares 35,847 Value ($000) $981 Avg Close — Range —
Q3 2024
Shares 33,852 Value ($000) $1,023 Avg Close — Range —
Q2 2024
Shares 34,315 Value ($000) $949 Avg Close — Range —
Q1 2024
Shares 33,292 Value ($000) $933 Avg Close — Range —
Q4 2023
Shares 29,878 Value ($000) $836 Avg Close — Range —
Q3 2023
Shares 41,064 Value ($000) $1,043 Avg Close — Range —
Q2 2023
Shares 36,442 Value ($000) $960 Avg Close — Range —
Q1 2023
Shares 266,545 Value ($000) $7,327 Avg Close — Range —
Q2 2022
Shares 65,295 Value ($000) $1,773 Avg Close — Range —
Q4 2020
Shares 34,599 Value ($000) $1,020 Avg Close — Range —