ISHARES TR

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

Massachusetts Wealth Management's Holding History (CIK: 0001966011)

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

Q4 2025
Shares 7,992 Value ($000) $1,716 Avg Close — Range —
Q3 2025
Shares 8,207 Value ($000) $1,717 Avg Close — Range —
Q2 2025
Shares 7,782 Value ($000) $1,468 Avg Close — Range —
Q1 2025
Shares 7,627 Value ($000) $1,168 Avg Close — Range —
Q4 2024
Shares 7,992 Value ($000) $1,162 Avg Close — Range —
Q3 2024
Shares 6,682 Value ($000) $1,000 Avg Close — Range —
Q2 2024
Shares 5,867 Value ($000) $775 Avg Close — Range —
Q1 2024
Shares 4,687 Value ($000) $618 Avg Close — Range —
Q4 2023
Shares 3,795 Value ($000) $480 Avg Close — Range —