ISHARES TR

Ticker: IHI CUSIP: 464288810 Class: U.S. MED DVC ETF

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q3 2025
Shares 5,793 Value ($000) $348 Avg Close — Range —
Q2 2025
Shares 5,793 Value ($000) $363 Avg Close — Range —
Q1 2025
Shares 5,793 Value ($000) $349 Avg Close — Range —
Q4 2024
Shares 6,160 Value ($000) $359 Avg Close — Range —
Q3 2024
Shares 7,070 Value ($000) $419 Avg Close — Range —
Q2 2024
Shares 8,134 Value ($000) $456 Avg Close — Range —
Q1 2024
Shares 8,314 Value ($000) $487 Avg Close — Range —
Q4 2023
Shares 8,506 Value ($000) $459 Avg Close — Range —
Q3 2023
Shares 8,501 Value ($000) $412 Avg Close — Range —
Q2 2023
Shares 8,738 Value ($000) $493 Avg Close — Range —
Q1 2023
Shares 8,767 Value ($000) $473 Avg Close — Range —
Q4 2022
Shares 9,643 Value ($000) $507 Avg Close — Range —
Q3 2022
Shares 9,639 Value ($000) $455 Avg Close — Range —
Q2 2022
Shares 10,380 Value ($000) $524 Avg Close — Range —
Q1 2022
Shares 36,809 Value ($000) $2,244 Avg Close — Range —
Q4 2021
Shares 91,235 Value ($000) $6,008 Avg Close — Range —
Q3 2021
Shares 91,189 Value ($000) $5,725 Avg Close — Range —
Q2 2021
Shares 14,823 Value ($000) $5,352 Avg Close — Range —
Q1 2021
Shares 21,006 Value ($000) $6,940 Avg Close — Range —
Q4 2020
Shares 21,169 Value ($000) $6,929 Avg Close — Range —
Q3 2020
Shares 20,751 Value ($000) $6,205 Avg Close — Range —
Q2 2020
Shares 20,561 Value ($000) $5,444 Avg Close — Range —