ISHARES TR

Ticker: SUSC CUSIP: 46435G193 Class: ESG AWRE USD ETF

Invera Wealth Advisors, LLC's Holding History (CIK: 0001976780)

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

Q4 2025
Shares 235,976 Value ($000) $5,518 Avg Close — Range —
Q3 2025
Shares 243,824 Value ($000) $5,744 Avg Close — Range —
Q2 2025
Shares 240,054 Value ($000) $5,576 Avg Close — Range —
Q1 2025
Shares 232,333 Value ($000) $5,358 Avg Close — Range —
Q4 2024
Shares 226,628 Value ($000) $5,150 Avg Close — Range —
Q3 2024
Shares 217,383 Value ($000) $5,035 Avg Close — Range —
Q2 2024
Shares 213,681 Value ($000) $4,915 Avg Close — Range —
Q1 2024
Shares 196,745 Value ($000) $4,391 Avg Close — Range —
Q4 2023
Shares 205,414 Value ($000) $4,780 Avg Close — Range —