ISHARES TR

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

Heirloom Wealth Management's Holding History (CIK: 0001882903)

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

Q3 2024
Shares 3,573 Value ($000) $212 Avg Close — Range —
Q2 2024
Shares 7,117 Value ($000) $399 Avg Close — Range —
Q1 2024
Shares 11,768 Value ($000) $689 Avg Close — Range —
Q4 2023
Shares 14,960 Value ($000) $807 Avg Close — Range —
Q3 2023
Shares 18,069 Value ($000) $876 Avg Close — Range —
Q2 2023
Shares 18,244 Value ($000) $1,030 Avg Close — Range —
Q1 2023
Shares 18,788 Value ($000) $1,014 Avg Close — Range —
Q4 2022
Shares 19,569 Value ($000) $1,029 Avg Close — Range —