ISHARES TR

Ticker: IHE CUSIP: 464288836 Class: ETF-EQUITY

Massachusetts Wealth Management's Holding History (CIK: 0001966011)

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

Q4 2025
Shares 15,230 Value ($000) $1,292 Avg Close — Range —
Q3 2025
Shares 15,475 Value ($000) $1,123 Avg Close — Range —
Q2 2025
Shares 15,720 Value ($000) $1,030 Avg Close — Range —
Q1 2025
Shares 15,395 Value ($000) $1,086 Avg Close — Range —
Q4 2024
Shares 14,460 Value ($000) $950 Avg Close — Range —
Q3 2024
Shares 14,550 Value ($000) $1,027 Avg Close — Range —
Q2 2024
Shares 14,835 Value ($000) $984 Avg Close — Range —
Q1 2024
Shares 14,835 Value ($000) $1,007 Avg Close — Range —
Q4 2023
Shares 4,995 Value ($000) $926 Avg Close — Range —
Q3 2023
Shares 5,025 Value ($000) $889 Avg Close — Range —
Q2 2023
Shares 5,275 Value ($000) $945 Avg Close — Range —
Q1 2023
Shares 5,025 Value ($000) $881 Avg Close — Range —
Q4 2022
Shares 5,330 Value ($000) $989 Avg Close — Range —