ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 6,594 Value ($000) $376 Avg Close — Range —
Q3 2025
Shares 6,793 Value ($000) $399 Avg Close — Range —
Q2 2025
Shares 7,066 Value ($000) $400 Avg Close — Range —
Q1 2025
Shares 10,326 Value ($000) $595 Avg Close — Range —
Q4 2024
Shares 18,986 Value ($000) $1,088 Avg Close — Range —
Q3 2024
Shares 42,336 Value ($000) $2,607 Avg Close — Range —
Q2 2024
Shares 171,686 Value ($000) $9,196 Avg Close — Range —
Q1 2024
Shares 270,822 Value ($000) $14,570 Avg Close — Range —
Q4 2023
Shares 271,651 Value ($000) $14,748 Avg Close — Range —
Q3 2023
Shares 284,988 Value ($000) $13,446 Avg Close — Range —
Q2 2023
Shares 292,810 Value ($000) $15,053 Avg Close — Range —
Q1 2023
Shares 287,146 Value ($000) $14,472 Avg Close — Range —
Q4 2022
Shares 245,237 Value ($000) $12,127 Avg Close — Range —
Q3 2022
Shares 167,073 Value ($000) $7,936 Avg Close — Range —
Q2 2022
Shares 153,851 Value ($000) $8,216 Avg Close — Range —
Q1 2022
Shares 88,884 Value ($000) $5,746 Avg Close — Range —
Q4 2021
Shares 4,437 Value ($000) $300 Avg Close — Range —
Q3 2021
Shares 4,242 Value ($000) $249 Avg Close — Range —