ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

Arkadios Wealth Advisors's Holding History (CIK: 0001800798)

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

Q4 2025
Shares 2,604 Value ($000) $363 Avg Close — Range —
Q3 2025
Shares 2,512 Value ($000) $341 Avg Close — Range —
Q2 2025
Shares 2,505 Value ($000) $318 Avg Close — Range —
Q1 2025
Shares 2,474 Value ($000) $284 Avg Close — Range —
Q4 2024
Shares 2,238 Value ($000) $272 Avg Close — Range —
Q3 2024
Shares 2,238 Value ($000) $269 Avg Close — Range —
Q2 2024
Shares 2,238 Value ($000) $251 Avg Close — Range —
Q1 2024
Shares 2,164 Value ($000) $236 Avg Close — Range —
Q4 2023
Shares 2,164 Value ($000) $218 Avg Close — Range —
Q2 2023
Shares 2,164 Value ($000) $203 Avg Close — Range —