ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

W.G. Shaheen & Associates DBA Whitney & Co's Holding History (CIK: 0001577001)

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

Q4 2025
Shares 1,059 Value ($000) $210 Avg Close — Range —
Q3 2025
Shares 1,059 Value ($000) $206 Avg Close — Range —
Q1 2025
Shares 1,171 Value ($000) $200 Avg Close — Range —
Q4 2024
Shares 1,213 Value ($000) $216 Avg Close — Range —
Q3 2024
Shares 1,213 Value ($000) $218 Avg Close — Range —
Q2 2024
Shares 1,491 Value ($000) $255 Avg Close — Range —
Q1 2024
Shares 1,501 Value ($000) $247 Avg Close — Range —
Q4 2023
Shares 1,491 Value ($000) $219 Avg Close — Range —
Q2 2023
Shares 1,547 Value ($000) $209 Avg Close — Range —
Q3 2022
Shares 2,068 Value ($000) $215 Avg Close — Range —
Q2 2022
Shares 2,066 Value ($000) $231 Avg Close — Range —
Q1 2022
Shares 2,923 Value ($000) $394 Avg Close — Range —
Q4 2021
Shares 2,922 Value ($000) $425 Avg Close — Range —
Q3 2021
Shares 3,174 Value ($000) $418 Avg Close — Range —
Q2 2021
Shares 3,182 Value ($000) $423 Avg Close — Range —
Q1 2021
Shares 3,181 Value ($000) $387 Avg Close — Range —
Q4 2020
Shares 2,634 Value ($000) $308 Avg Close — Range —