ISHARES TR

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

Octavia Wealth Advisors, LLC's Holding History (CIK: 0001841259)

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

Q4 2025
Shares 3,402 Value ($000) $211 Avg Close — Range —
Q3 2025
Shares 3,444 Value ($000) $207 Avg Close — Range —
Q2 2025
Shares 3,472 Value ($000) $217 Avg Close — Range —
Q1 2025
Shares 3,472 Value ($000) $209 Avg Close — Range —
Q4 2024
Shares 3,472 Value ($000) $203 Avg Close — Range —
Q3 2024
Shares 3,472 Value ($000) $206 Avg Close — Range —
Q1 2024
Shares 3,472 Value ($000) $203 Avg Close — Range —
Q4 2021
Shares 4,084 Value ($000) $269 Avg Close — Range —
Q3 2021
Shares 3,960 Value ($000) $247 Avg Close — Range —
Q2 2021
Shares 714 Value ($000) $258 Avg Close — Range —
Q1 2021
Shares 1,026 Value ($000) $339 Avg Close — Range —
Q4 2020
Shares 3,363 Value ($000) $1,101 Avg Close — Range —