ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q4 2025
Shares 103,985 Value ($000) $20,653 Avg Close Range
Q3 2025
Shares 12,639 Value ($000) $2,458 Avg Close Range
Q2 2025
Shares 13,191 Value ($000) $2,411 Avg Close Range
Q1 2025
Shares 10,676 Value ($000) $1,824 Avg Close Range
Q4 2024
Shares 9,911 Value ($000) $1,765 Avg Close Range
Q3 2024
Shares 9,208 Value ($000) $1,651 Avg Close Range
Q2 2024
Shares 8,113 Value ($000) $1,385 Avg Close Range
Q1 2024
Shares 10,440 Value ($000) $1,716 Avg Close Range
Q4 2023
Shares 66,228 Value ($000) $9,745 Avg Close Range
Q3 2023
Shares 63,442 Value ($000) $8,361 Avg Close Range
Q2 2023
Shares 5,033 Value ($000) $679 Avg Close Range
Q1 2023
Shares 4,582 Value ($000) $568 Avg Close Range
Q4 2022
Shares 4,679 Value ($000) $533 Avg Close Range
Q3 2022
Shares 9,432 Value ($000) $980 Avg Close Range
Q2 2022
Shares 9,590 Value ($000) $1,071 Avg Close Range
Q4 2021
Shares 18,291 Value ($000) $2,662 Avg Close Range