ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 159,312 Value ($000) $31,622 Avg Close — Range —
Q3 2025
Shares 156,124 Value ($000) $30,366 Avg Close — Range —
Q2 2025
Shares 149,913 Value ($000) $27,407 Avg Close — Range —
Q1 2025
Shares 138,465 Value ($000) $23,671 Avg Close — Range —
Q4 2024
Shares 119,750 Value ($000) $21,316 Avg Close — Range —
Q3 2024
Shares 114,765 Value ($000) $20,577 Avg Close — Range —
Q2 2024
Shares 779,144 Value ($000) $19 Avg Close — Range —
Q1 2024
Shares 92,889 Value ($000) $15 Avg Close — Range —
Q4 2023
Shares 123,522 Value ($000) $18 Avg Close — Range —
Q3 2023
Shares 111,708 Value ($000) $15 Avg Close — Range —
Q2 2023
Shares 135,201 Value ($000) $18,235 Avg Close — Range —
Q1 2023
Shares 131,022 Value ($000) $16,255 Avg Close — Range —
Q3 2021
Shares 437 Value ($000) $58 Avg Close — Range —
Q2 2021
Shares 887 Value ($000) $118 Avg Close — Range —
Q1 2021
Shares 2,438 Value ($000) $279 Avg Close — Range —
Q4 2020
Shares 2,438 Value ($000) $279 Avg Close — Range —
Q3 2020
Shares 140 Value ($000) $15 Avg Close — Range —
Q2 2020
Shares 168 Value ($000) $16 Avg Close — Range —
Q1 2020
Shares 31,827 Value ($000) $2,592 Avg Close — Range —
Q4 2019
Shares 15,244 Value ($000) $1,540 Avg Close — Range —