ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q4 2025
Shares 329,189 Value ($000) $15,310 Avg Close — Range —
Q3 2025
Shares 334,802 Value ($000) $15,639 Avg Close — Range —
Q2 2025
Shares 311,493 Value ($000) $14,400 Avg Close — Range —
Q1 2025
Shares 309,960 Value ($000) $14,245 Avg Close — Range —
Q4 2024
Shares 310,344 Value ($000) $13,945 Avg Close — Range —
Q3 2024
Shares 328,886 Value ($000) $15,499 Avg Close — Range —
Q2 2024
Shares 640,906 Value ($000) $15 Avg Close — Range —
Q1 2024
Shares 325,904 Value ($000) $15 Avg Close — Range —
Q4 2023
Shares 260,525 Value ($000) $12 Avg Close — Range —
Q3 2023
Shares 285,163 Value ($000) $12 Avg Close — Range —
Q2 2023
Shares 329,343 Value ($000) $14,975 Avg Close — Range —
Q1 2023
Shares 312,452 Value ($000) $14,419 Avg Close — Range —
Q3 2022
Shares 301,096 Value ($000) $13,398 Avg Close — Range —
Q2 2022
Shares 272,742 Value ($000) $12,757 Avg Close — Range —
Q1 2022
Shares 273,796 Value ($000) $13,565 Avg Close — Range —
Q4 2021
Shares 151,340 Value ($000) $8,008 Avg Close — Range —
Q3 2021
Shares 141,979 Value ($000) $7,559 Avg Close — Range —
Q2 2021
Shares 128,878 Value ($000) $6,890 Avg Close — Range —
Q1 2021
Shares 82,408 Value ($000) $4,465 Avg Close — Range —
Q4 2020
Shares 82,408 Value ($000) $4,465 Avg Close — Range —