ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 77,301 Value ($000) $15,354 Avg Close — Range —
Q3 2025
Shares 73,147 Value ($000) $14,227 Avg Close — Range —
Q2 2025
Shares 73,896 Value ($000) $13,510 Avg Close — Range —
Q1 2025
Shares 64,335 Value ($000) $10,994 Avg Close — Range —
Q4 2024
Shares 67,304 Value ($000) $11,986 Avg Close — Range —
Q3 2024
Shares 67,646 Value ($000) $12,129 Avg Close — Range —
Q2 2024
Shares 68,486 Value ($000) $11,695 Avg Close — Range —
Q1 2024
Shares 69,204 Value ($000) $11,374 Avg Close — Range —
Q4 2023
Shares 71,441 Value ($000) $10,512 Avg Close — Range —
Q3 2023
Shares 72,072 Value ($000) $9,498 Avg Close — Range —
Q2 2023
Shares 73,035 Value ($000) $9,850 Avg Close — Range —
Q1 2023
Shares 70,136 Value ($000) $8,701 Avg Close — Range —
Q4 2022
Shares 65,901 Value ($000) $7,510 Avg Close — Range —
Q3 2022
Shares 42,006 Value ($000) $4,366 Avg Close — Range —
Q2 2022
Shares 39,939 Value ($000) $4,462 Avg Close — Range —
Q1 2022
Shares 39,865 Value ($000) $5,367 Avg Close — Range —
Q4 2021
Shares 33,346 Value ($000) $4,854 Avg Close — Range —
Q3 2021
Shares 25,431 Value ($000) $3,350 Avg Close — Range —
Q2 2021
Shares 17,324 Value ($000) $2,302 Avg Close — Range —
Q4 2019
Shares 5,686 Value ($000) $574 Avg Close — Range —
Q3 2019
Shares 5,686 Value ($000) $525 Avg Close — Range —
Q2 2019
Shares 5,686 Value ($000) $520 Avg Close — Range —
Q1 2019
Shares 5,686 Value ($000) $503 Avg Close — Range —
Q4 2018
Shares 76,614 Value ($000) $5,881 Avg Close — Range —
Q3 2018
Shares 12,203 Value ($000) $1,103 Avg Close — Range —