ISHARES TR

Ticker: QLTA CUSIP: 46429B291 Class: ETF

COLTON GROOME FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001780330)

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

Q4 2025
Shares 157,587 Value ($000) $7,578 Avg Close — Range —
Q3 2025
Shares 148,498 Value ($000) $7,198 Avg Close — Range —
Q2 2025
Shares 143,928 Value ($000) $6,886 Avg Close — Range —
Q1 2025
Shares 139,823 Value ($000) $6,630 Avg Close — Range —
Q4 2024
Shares 140,983 Value ($000) $6,597 Avg Close — Range —
Q3 2024
Shares 154,564 Value ($000) $7,597 Avg Close — Range —
Q2 2024
Shares 157,621 Value ($000) $7,386 Avg Close — Range —
Q1 2024
Shares 157,472 Value ($000) $7,477 Avg Close — Range —
Q4 2023
Shares 147,393 Value ($000) $7,094 Avg Close — Range —
Q3 2023
Shares 105,910 Value ($000) $4,774 Avg Close — Range —
Q2 2023
Shares 85,889 Value ($000) $4,052 Avg Close — Range —
Q1 2023
Shares 53,982 Value ($000) $2,582 Avg Close — Range —
Q4 2022
Shares 39,107 Value ($000) $1,812 Avg Close — Range —