ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 24,903 Value ($000) $5,074 Avg Close — Range —
Q3 2025
Shares 35,836 Value ($000) $6,983 Avg Close — Range —
Q2 2025
Shares 39,073 Value ($000) $7,194 Avg Close — Range —
Q1 2025
Shares 38,165 Value ($000) $6,522 Avg Close — Range —
Q4 2024
Shares 35,775 Value ($000) $6,371 Avg Close — Range —
Q3 2024
Shares 35,597 Value ($000) $6,383 Avg Close — Range —
Q2 2024
Shares 34,879 Value ($000) $5,956 Avg Close — Range —
Q1 2024
Shares 33,851 Value ($000) $5,563 Avg Close — Range —
Q4 2023
Shares 30,143 Value ($000) $4,435 Avg Close — Range —