ISHARES TR

Ticker: IBDT CUSIP: 46435U515 Class: IBDS DEC28 ETF

VALLEY WEALTH MANAGERS, INC.'s Holding History (CIK: 0000924166)

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

Q4 2025
Shares 46,953 Value ($000) $1,195 Avg Close — Range —
Q3 2025
Shares 45,828 Value ($000) $1,170 Avg Close — Range —
Q2 2025
Shares 47,776 Value ($000) $1,214 Avg Close — Range —
Q1 2025
Shares 47,767 Value ($000) $1,207 Avg Close — Range —
Q4 2024
Shares 48,920 Value ($000) $1,218 Avg Close — Range —
Q3 2024
Shares 49,301 Value ($000) $1,259 Avg Close — Range —
Q2 2024
Shares 49,029 Value ($000) $1,214 Avg Close — Range —
Q1 2024
Shares 45,135 Value ($000) $1,124 Avg Close — Range —
Q4 2023
Shares 36,556 Value ($000) $917 Avg Close — Range —
Q3 2023
Shares 32,603 Value ($000) $783 Avg Close — Range —
Q2 2023
Shares 30,628 Value ($000) $750 Avg Close — Range —
Q1 2023
Shares 23,716 Value ($000) $591 Avg Close — Range —
Q4 2022
Shares 21,255 Value ($000) $516 Avg Close — Range —
Q3 2022
Shares 17,250 Value ($000) $410 Avg Close — Range —
Q2 2022
Shares 10,618 Value ($000) $265 Avg Close — Range —