ISHARES TR

Ticker: IAK CUSIP: 464288786 Class: U.S. INSRNCE ETF

GREAT VALLEY ADVISOR GROUP, INC.'s Holding History (CIK: 0001769897)

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

Q3 2025
Shares 9,045 Value ($000) $1,212 Avg Close — Range —
Q2 2025
Shares 12,398 Value ($000) $1,667 Avg Close — Range —
Q1 2025
Shares 12,246 Value ($000) $1,688 Avg Close — Range —
Q4 2024
Shares 12,063 Value ($000) $1,526 Avg Close — Range —
Q3 2024
Shares 22,793 Value ($000) $2,941 Avg Close — Range —