ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Holding History (CIK: 0001632972)

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

Q4 2025
Shares 122,380 Value ($000) $3,090 Avg Close Range
Q3 2025
Shares 118,575 Value ($000) $2,995 Avg Close Range
Q2 2025
Shares 115,992 Value ($000) $2,904 Avg Close Range
Q1 2025
Shares 114,858 Value ($000) $2,870 Avg Close Range
Q4 2024
Shares 153,715 Value ($000) $3,797 Avg Close Range
Q3 2024
Shares 52,906 Value ($000) $1,331 Avg Close Range
Q2 2024
Shares 61,169 Value ($000) $1,498 Avg Close Range
Q1 2024
Shares 50,149 Value ($000) $1,228 Avg Close Range
Q4 2023
Shares 49,088 Value ($000) $1,202 Avg Close Range
Q3 2023
Shares 41,305 Value ($000) $982 Avg Close Range