ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

NewEdge Wealth, LLC's Holding History (CIK: 0001861796)

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

Q4 2025
Shares 136,107 Value ($000) $27,034 Avg Close — Range —
Q3 2025
Shares 68,310 Value ($000) $13,340 Avg Close — Range —
Q2 2025
Shares 73,216 Value ($000) $13,481 Avg Close — Range —
Q1 2025
Shares 76,274 Value ($000) $13,035 Avg Close — Range —
Q4 2024
Shares 55,671 Value ($000) $9,914 Avg Close — Range —
Q3 2024
Shares 58,571 Value ($000) $10,502 Avg Close — Range —
Q2 2024
Shares 56,978 Value ($000) $9,730 Avg Close — Range —
Q1 2024
Shares 57,262 Value ($000) $9,011 Avg Close — Range —
Q4 2023
Shares 51,421 Value ($000) $7,566 Avg Close — Range —
Q3 2023
Shares 49,401 Value ($000) $6,511 Avg Close — Range —
Q2 2023
Shares 49,897 Value ($000) $6,730 Avg Close — Range —
Q1 2023
Shares 41,645 Value ($000) $5,167 Avg Close — Range —
Q4 2022
Shares 42,040 Value ($000) $4,791 Avg Close — Range —
Q3 2022
Shares 57,877 Value ($000) $6,016 Avg Close — Range —
Q2 2022
Shares 58,836 Value ($000) $6,574 Avg Close — Range —
Q1 2022
Shares 57,010 Value ($000) $7,675 Avg Close — Range —
Q4 2021
Shares 57,418 Value ($000) $8,358 Avg Close — Range —
Q3 2021
Shares 24,449 Value ($000) $3,221 Avg Close — Range —
Q2 2021
Shares 17,579 Value ($000) $2,336 Avg Close — Range —
Q1 2021
Shares 16,927 Value ($000) $2,061 Avg Close — Range —
Q4 2020
Shares 3,185 Value ($000) $370 Avg Close — Range —