ISHARES TR

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

Shotwell Rutter Baer Inc's Holding History (CIK: 0002008310)

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

Q4 2025
Shares 20,600 Value ($000) $520 Avg Close — Range —
Q3 2025
Shares 19,993 Value ($000) $505 Avg Close — Range —
Q2 2025
Shares 19,598 Value ($000) $491 Avg Close — Range —
Q1 2025
Shares 19,690 Value ($000) $491 Avg Close — Range —
Q4 2024
Shares 18,375 Value ($000) $452 Avg Close — Range —
Q3 2024
Shares 17,995 Value ($000) $449 Avg Close — Range —
Q2 2024
Shares 17,126 Value ($000) $420 Avg Close — Range —
Q1 2024
Shares 17,285 Value ($000) $421 Avg Close — Range —
Q4 2023
Shares 17,033 Value ($000) $419 Avg Close — Range —