ISHARES TR

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

Accurate Wealth Management, LLC's Holding History (CIK: 0001877728)

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

Q2 2025
Shares 37,989 Value ($000) $7,167 Avg Close — Range —
Q2 2024
Shares 45,422 Value ($000) $6,081 Avg Close — Range —
Q4 2023
Shares 59,336 Value ($000) $7,208 Avg Close — Range —
Q1 2023
Shares 1,815 Value ($000) $210 Avg Close — Range —
Q4 2022
Shares 224 Value ($000) $25 Avg Close — Range —