ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

CFM WEALTH PARTNERS LLC's Holding History (CIK: 0001801097)

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

Q4 2025
Shares 19,447 Value ($000) $3,863 Avg Close Range
Q3 2025
Shares 18,447 Value ($000) $3,588 Avg Close Range
Q2 2025
Shares 17,965 Value ($000) $3,284 Avg Close Range
Q1 2025
Shares 16,090 Value ($000) $2,750 Avg Close Range
Q4 2024
Shares 15,553 Value ($000) $2,770 Avg Close Range
Q3 2024
Shares 14,143 Value ($000) $2,536 Avg Close Range
Q2 2024
Shares 12,920 Value ($000) $2,206 Avg Close Range
Q1 2024
Shares 12,999 Value ($000) $2,136 Avg Close Range
Q4 2023
Shares 14,313 Value ($000) $2,106 Avg Close Range
Q3 2023
Shares 14,501 Value ($000) $1,911 Avg Close Range
Q2 2023
Shares 14,836 Value ($000) $2,001 Avg Close Range
Q1 2023
Shares 14,972 Value ($000) $1,858 Avg Close Range
Q4 2022
Shares 15,771 Value ($000) $1,797 Avg Close Range
Q3 2022
Shares 16,814 Value ($000) $1,748 Avg Close Range
Q2 2022
Shares 15,749 Value ($000) $1,760 Avg Close Range
Q1 2022
Shares 14,958 Value ($000) $2,014 Avg Close Range
Q4 2021
Shares 15,847 Value ($000) $2,300 Avg Close Range
Q3 2021
Shares 15,657 Value ($000) $2,062 Avg Close Range
Q2 2021
Shares 14,376 Value ($000) $1,910 Avg Close Range
Q1 2021
Shares 12,071 Value ($000) $1,470 Avg Close Range
Q4 2020
Shares 8,409 Value ($000) $977 Avg Close Range
Q3 2020
Shares 3,481 Value ($000) $361 Avg Close Range
Q2 2020
Shares 2,067 Value ($000) $198 Avg Close Range
Q1 2020
Shares 1,305 Value ($000) $106 Avg Close Range
Q4 2019
Shares 1,305 Value ($000) $136 Avg Close Range