ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Altus Wealth Group LLC's Holding History (CIK: 0001842572)

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

Q4 2025
Shares 4,895 Value ($000) $631 Avg Close — Range —
Q3 2025
Shares 4,895 Value ($000) $617 Avg Close — Range —
Q2 2025
Shares 4,895 Value ($000) $569 Avg Close — Range —
Q1 2025
Shares 4,895 Value ($000) $501 Avg Close — Range —
Q4 2024
Shares 4,931 Value ($000) $544 Avg Close — Range —
Q3 2024
Shares 4,931 Value ($000) $536 Avg Close — Range —
Q2 2024
Shares 4,931 Value ($000) $512 Avg Close — Range —
Q1 2024
Shares 4,931 Value ($000) $497 Avg Close — Range —
Q4 2023
Shares 4,931 Value ($000) $449 Avg Close — Range —
Q3 2023
Shares 4,931 Value ($000) $401 Avg Close — Range —
Q2 2023
Shares 7,928 Value ($000) $667 Avg Close — Range —
Q1 2023
Shares 7,063 Value ($000) $551 Avg Close — Range —
Q4 2022
Shares 7,273 Value ($000) $522 Avg Close — Range —
Q3 2022
Shares 7,527 Value ($000) $626 Avg Close — Range —
Q2 2022
Shares 7,527 Value ($000) $626 Avg Close — Range —
Q1 2022
Shares 7,529 Value ($000) $652 Avg Close — Range —
Q4 2021
Shares 7,528 Value ($000) $700 Avg Close — Range —
Q3 2021
Shares 7,527 Value ($000) $626 Avg Close — Range —
Q2 2021
Shares 7,527 Value ($000) $623 Avg Close — Range —
Q1 2021
Shares 7,527 Value ($000) $602 Avg Close — Range —
Q4 2020
Shares 7,458 Value ($000) $534 Avg Close — Range —