ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 12,111 Value ($000) $2,405 Avg Close — Range —
Q3 2025
Shares 16,643 Value ($000) $3,237 Avg Close — Range —
Q2 2025
Shares 17,093 Value ($000) $3,125 Avg Close — Range —
Q1 2025
Shares 17,979 Value ($000) $3,072 Avg Close — Range —
Q4 2024
Shares 18,154 Value ($000) $3,233 Avg Close — Range —
Q3 2024
Shares 16,894 Value ($000) $3,029 Avg Close — Range —
Q2 2024
Shares 68,598 Value ($000) $11,714 Avg Close — Range —
Q1 2024
Shares 70,866 Value ($000) $11,647 Avg Close — Range —
Q4 2023
Shares 69,076 Value ($000) $10,164 Avg Close — Range —
Q3 2023
Shares 69,659 Value ($000) $9,180 Avg Close — Range —
Q2 2023
Shares 66,947 Value ($000) $9,029 Avg Close — Range —
Q1 2023
Shares 11,382 Value ($000) $1,412 Avg Close — Range —
Q4 2022
Shares 9,588 Value ($000) $1,093 Avg Close — Range —
Q3 2022
Shares 84,433 Value ($000) $8,776 Avg Close — Range —
Q2 2022
Shares 84,164 Value ($000) $9,404 Avg Close — Range —
Q1 2022
Shares 82,787 Value ($000) $11,146 Avg Close — Range —
Q4 2021
Shares 80,152 Value ($000) $11,667 Avg Close — Range —
Q3 2021
Shares 102,483 Value ($000) $13,500 Avg Close — Range —
Q2 2021
Shares 103,168 Value ($000) $13,708 Avg Close — Range —
Q1 2021
Shares 103,583 Value ($000) $12,614 Avg Close — Range —
Q4 2020
Shares 87,173 Value ($000) $10,130 Avg Close — Range —