ISHARES TR

Ticker: ITB CUSIP: 464288752 Class: Exchange Traded Fund

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025
Shares 2,767 Value ($000) $266 Avg Close — Range —
Q2 2025
Shares 2,767 Value ($000) $258 Avg Close — Range —
Q1 2025
Shares 2,767 Value ($000) $263 Avg Close — Range —
Q4 2024
Shares 2,767 Value ($000) $286 Avg Close — Range —
Q3 2024
Shares 2,767 Value ($000) $352 Avg Close — Range —
Q2 2024
Shares 2,767 Value ($000) $280 Avg Close — Range —
Q1 2024
Shares 2,767 Value ($000) $320 Avg Close — Range —
Q4 2023
Shares 2,767 Value ($000) $281 Avg Close — Range —
Q3 2023
Shares 2,767 Value ($000) $217 Avg Close — Range —
Q2 2023
Shares 2,767 Value ($000) $236 Avg Close — Range —
Q4 2021
Shares 2,817 Value ($000) $234 Avg Close — Range —