ISHARES TR

Ticker: IAT CUSIP: 464288778 Class: US REGNL BKS ETF

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 275 Value ($000) $15 Avg Close — Range —
Q3 2025
Shares 275 Value ($000) $14 Avg Close — Range —
Q2 2025
Shares 275 Value ($000) $14 Avg Close — Range —
Q1 2025
Shares 275 Value ($000) $13 Avg Close — Range —
Q4 2024
Shares 275 Value ($000) $14 Avg Close — Range —
Q3 2024
Shares 275 Value ($000) $13 Avg Close — Range —
Q2 2024
Shares 475 Value ($000) $20 Avg Close — Range —
Q1 2024
Shares 875 Value ($000) $37 Avg Close — Range —
Q4 2023
Shares 1,108 Value ($000) $46 Avg Close — Range —
Q3 2023
Shares 1,108 Value ($000) $37 Avg Close — Range —
Q2 2023
Shares 1,108 Value ($000) $38 Avg Close — Range —