ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 1,108 Value ($000) $220 Avg Close — Range —
Q3 2025
Shares 2,135 Value ($000) $415 Avg Close — Range —
Q2 2025
Shares 2,826 Value ($000) $517 Avg Close — Range —
Q1 2025
Shares 2,831 Value ($000) $484 Avg Close — Range —
Q4 2024
Shares 2,688 Value ($000) $479 Avg Close — Range —
Q3 2024
Shares 2,965 Value ($000) $532 Avg Close — Range —
Q2 2024
Shares 4,151 Value ($000) $709 Avg Close — Range —
Q1 2024
Shares 4,399 Value ($000) $723 Avg Close — Range —
Q4 2023
Shares 5,724 Value ($000) $842 Avg Close — Range —
Q3 2023
Shares 6,423 Value ($000) $846 Avg Close — Range —
Q2 2023
Shares 13,590 Value ($000) $1,859 Avg Close — Range —
Q1 2023
Shares 8,954 Value ($000) $1,111 Avg Close — Range —