ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

One Wealth Advisors, LLC's Holding History (CIK: 0001725297)

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

Q4 2025
Shares 63,122 Value ($000) $7,655 Avg Close Range
Q3 2025
Shares 63,827 Value ($000) $7,471 Avg Close Range
Q2 2025
Shares 64,996 Value ($000) $7,042 Avg Close Range
Q1 2025
Shares 70,164 Value ($000) $6,722 Avg Close Range
Q4 2024
Shares 82,052 Value ($000) $8,455 Avg Close Range
Q3 2024
Shares 81,924 Value ($000) $8,317 Avg Close Range
Q2 2024
Shares 82,355 Value ($000) $7,751 Avg Close Range
Q1 2024
Shares 89,106 Value ($000) $8,363 Avg Close Range
Q4 2023
Shares 97,574 Value ($000) $8,233 Avg Close Range
Q3 2023
Shares 99,887 Value ($000) $7,532 Avg Close Range
Q2 2023
Shares 97,523 Value ($000) $7,550 Avg Close Range
Q1 2023
Shares 107,442 Value ($000) $7,656 Avg Close Range
Q4 2022
Shares 110,175 Value ($000) $7,306 Avg Close Range
Q3 2022
Shares 93,299 Value ($000) $5,762 Avg Close Range
Q2 2022
Shares 76,975 Value ($000) $5,110 Avg Close Range
Q1 2022
Shares 47,533 Value ($000) $3,764 Avg Close Range
Q4 2021
Shares 2,613 Value ($000) $220 Avg Close Range