ISHARES TR

Ticker: VLUE CUSIP: 46432F388 Class: ETF-EQUITY

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q3 2023
Shares 4,934 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 5,767 Value ($000) $541 Avg Close — Range —
Q1 2023
Shares 6,774 Value ($000) $633 Avg Close — Range —
Q3 2022
Shares 19,976 Value ($000) $1,635 Avg Close — Range —
Q2 2022
Shares 19,428 Value ($000) $1,758 Avg Close — Range —
Q1 2022
Shares 42,969 Value ($000) $4,482 Avg Close — Range —
Q4 2021
Shares 63,354 Value ($000) $6,916 Avg Close — Range —
Q3 2021
Shares 62,953 Value ($000) $6,340 Avg Close — Range —
Q2 2021
Shares 58,460 Value ($000) $6,141 Avg Close — Range —
Q1 2021
Shares 46,268 Value ($000) $4,206 Avg Close — Range —
Q4 2020
Shares 46,268 Value ($000) $4,206 Avg Close — Range —
Q3 2020
Shares 40,134 Value ($000) $2,961 Avg Close — Range —
Q2 2020
Shares 31,993 Value ($000) $2,312 Avg Close — Range —