ISHARES TR

Ticker: IBHI CUSIP: 46436E379 Class: ETF

Straight Path Wealth Management's Holding History (CIK: 0001902506)

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

Q4 2025
Shares 109,998 Value ($000) $2,599 Avg Close Range
Q3 2025
Shares 77,371 Value ($000) $1,845 Avg Close Range
Q2 2025
Shares 61,063 Value ($000) $1,447 Avg Close Range
Q1 2025
Shares 51,827 Value ($000) $1,203 Avg Close Range
Q4 2024
Shares 46,688 Value ($000) $1,095 Avg Close Range
Q3 2024
Shares 39,830 Value ($000) $953 Avg Close Range
Q2 2024
Shares 36,457 Value ($000) $843 Avg Close Range
Q1 2024
Shares 30,042 Value ($000) $702 Avg Close Range
Q4 2023
Shares 21,913 Value ($000) $507 Avg Close Range
Q3 2023
Shares 10,907 Value ($000) $238 Avg Close Range