ISHARES TR

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

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

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

Q4 2025
Shares 60,522 Value ($000) $2,388 Avg Close — Range —
Q3 2025
Shares 59,515 Value ($000) $2,175 Avg Close — Range —
Q2 2025
Shares 59,077 Value ($000) $2,039 Avg Close — Range —
Q1 2025
Shares 58,729 Value ($000) $1,822 Avg Close — Range —
Q4 2024
Shares 59,040 Value ($000) $1,617 Avg Close — Range —
Q3 2024
Shares 62,010 Value ($000) $1,875 Avg Close — Range —
Q2 2024
Shares 61,535 Value ($000) $1,703 Avg Close — Range —
Q1 2024
Shares 59,523 Value ($000) $1,669 Avg Close — Range —
Q4 2023
Shares 48,131 Value ($000) $1,347 Avg Close — Range —
Q3 2023
Shares 42,625 Value ($000) $1,083 Avg Close — Range —
Q2 2023
Shares 45,596 Value ($000) $1,201 Avg Close — Range —
Q1 2023
Shares 44,892 Value ($000) $1,234 Avg Close — Range —
Q4 2022
Shares 43,993 Value ($000) $1,195 Avg Close — Range —
Q3 2022
Shares 41,959 Value ($000) $945 Avg Close — Range —
Q2 2022
Shares 53,879 Value ($000) $1,463 Avg Close — Range —
Q1 2022
Shares 52,756 Value ($000) $1,676 Avg Close — Range —
Q4 2021
Shares 50,914 Value ($000) $1,588 Avg Close — Range —
Q3 2021
Shares 41,035 Value ($000) $1,248 Avg Close — Range —
Q2 2021
Shares 40,903 Value ($000) $1,325 Avg Close — Range —
Q1 2021
Shares 1,044,756 Value ($000) $33 Avg Close — Range —
Q4 2020
Shares 32,953 Value ($000) $971 Avg Close — Range —
Q3 2020
Shares 33,589 Value ($000) $837 Avg Close — Range —
Q2 2020
Shares 33,495 Value ($000) $841 Avg Close — Range —
Q1 2020
Shares 35,815 Value ($000) $809 Avg Close — Range —
Q4 2019
Shares 20,812 Value ($000) $699 Avg Close — Range —