ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 1,023,787 Value ($000) $203,345 Avg Close — Range —
Q3 2025
Shares 1,044,762 Value ($000) $203,206 Avg Close — Range —
Q2 2025
Shares 1,060,764 Value ($000) $193,929 Avg Close — Range —
Q1 2025
Shares 1,100,109 Value ($000) $187,998 Avg Close — Range —
Q4 2024
Shares 1,600,480 Value ($000) $285,014 Avg Close — Range —
Q3 2024
Shares 1,573,846 Value ($000) $282,191 Avg Close — Range —
Q2 2024
Shares 1,534,066 Value ($000) $261,957 Avg Close — Range —
Q1 2024
Shares 1,527,665 Value ($000) $251,072 Avg Close — Range —
Q4 2023
Shares 1,513,154 Value ($000) $222,645 Avg Close — Range —
Q3 2023
Shares 1,473,732 Value ($000) $194,223 Avg Close — Range —
Q2 2023
Shares 1,459,717 Value ($000) $196,872 Avg Close — Range —
Q1 2023
Shares 1,442,182 Value ($000) $178,924 Avg Close — Range —
Q4 2022
Shares 1,395,309 Value ($000) $159,009 Avg Close — Range —
Q3 2022
Shares 1,384,808 Value ($000) $143,937 Avg Close — Range —
Q2 2022
Shares 1,365,048 Value ($000) $152,517 Avg Close — Range —
Q1 2022
Shares 1,322,300 Value ($000) $178,021 Avg Close — Range —
Q4 2021
Shares 1,331,642 Value ($000) $193,834 Avg Close — Range —
Q3 2021
Shares 1,295,240 Value ($000) $170,622 Avg Close — Range —
Q2 2021
Shares 1,272,100 Value ($000) $169,024 Avg Close — Range —
Q1 2021
Shares 1,575,345 Value ($000) $190,255 Avg Close — Range —
Q4 2020
Shares 1,540,215 Value ($000) $178,988 Avg Close — Range —
Q3 2020
Shares 1,629,290 Value ($000) $169,023 Avg Close — Range —
Q2 2020
Shares 1,585,127 Value ($000) $152,045 Avg Close — Range —
Q1 2020
Shares 1,222,247 Value ($000) $99,051 Avg Close — Range —
Q4 2019
Shares 144,349 Value ($000) $14,579 Avg Close — Range —
Q3 2019
Shares 34,394 Value ($000) $3,178 Avg Close — Range —