ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 909 Value ($000) $219 Avg Close — Range —
Q3 2022
Shares 1,016 Value ($000) $93 Avg Close — Range —
Q2 2022
Shares 914 Value ($000) $91 Avg Close — Range —
Q1 2022
Shares 1,813 Value ($000) $201 Avg Close — Range —
Q4 2021
Shares 1,812 Value ($000) $186 Avg Close — Range —
Q3 2021
Shares 1,811 Value ($000) $189 Avg Close — Range —
Q2 2021
Shares 934 Value ($000) $102 Avg Close — Range —
Q1 2021
Shares 332 Value ($000) $35 Avg Close — Range —
Q4 2020
Shares 510 Value ($000) $48 Avg Close — Range —
Q3 2020
Shares 256 Value ($000) $41 Avg Close — Range —
Q2 2020
Shares 256 Value ($000) $42 Avg Close — Range —
Q1 2020
Shares 255 Value ($000) $37 Avg Close — Range —
Q4 2019
Shares 254 Value ($000) $56 Avg Close — Range —
Q3 2019
Shares 427 Value ($000) $96 Avg Close — Range —