ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

SWEENEY & MICHEL, LLC's Holding History (CIK: 0001979556)

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

Q4 2025
Shares 3,767 Value ($000) $461 Avg Close — Range —
Q3 2025
Shares 3,756 Value ($000) $432 Avg Close — Range —
Q2 2025
Shares 3,853 Value ($000) $421 Avg Close — Range —
Q1 2025
Shares 3,771 Value ($000) $325 Avg Close — Range —
Q3 2024
Shares 3,799 Value ($000) $393 Avg Close — Range —
Q2 2024
Shares 3,687 Value ($000) $367 Avg Close — Range —
Q1 2024
Shares 3,479 Value ($000) $324 Avg Close — Range —
Q3 2023
Shares 4,417 Value ($000) $341 Avg Close — Range —
Q2 2023
Shares 5,833 Value ($000) $460 Avg Close — Range —
Q1 2023
Shares 6,023 Value ($000) $450 Avg Close — Range —