ISHARES TR

Ticker: ISCG CUSIP: 464288604 Class: MRGSTR SM CP GR

Phoenix Wealth Advisors's Holding History (CIK: 0001842362)

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

Q4 2025
Shares 19,808 Value ($000) $1,099 Avg Close — Range —
Q3 2025
Shares 19,714 Value ($000) $1,071 Avg Close — Range —
Q2 2025
Shares 20,210 Value ($000) $1,006 Avg Close — Range —
Q1 2025
Shares 26,367 Value ($000) $1,188 Avg Close — Range —
Q4 2024
Shares 35,236 Value ($000) $1,743 Avg Close — Range —
Q3 2024
Shares 29,212 Value ($000) $1,430 Avg Close — Range —
Q2 2024
Shares 25,182 Value ($000) $1,145 Avg Close — Range —
Q1 2024
Shares 20,309 Value ($000) $946 Avg Close — Range —
Q4 2023
Shares 15,707 Value ($000) $682 Avg Close — Range —
Q3 2023
Shares 9,794 Value ($000) $380 Avg Close — Range —
Q2 2023
Shares 7,648 Value ($000) $317 Avg Close — Range —
Q1 2023
Shares 6,397 Value ($000) $249 Avg Close — Range —
Q4 2022
Shares 10,088 Value ($000) $364 Avg Close — Range —