ISHARES TR

Ticker: IBHH CUSIP: 46436E387 Class: ETF

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

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

Q4 2025
Shares 120,394 Value ($000) $2,850 Avg Close Range
Q3 2025
Shares 110,514 Value ($000) $2,637 Avg Close Range
Q2 2025
Shares 91,448 Value ($000) $2,170 Avg Close Range
Q1 2025
Shares 81,170 Value ($000) $1,896 Avg Close Range
Q4 2024
Shares 63,235 Value ($000) $1,478 Avg Close Range
Q3 2024
Shares 41,344 Value ($000) $984 Avg Close Range
Q2 2024
Shares 38,679 Value ($000) $894 Avg Close Range
Q1 2024
Shares 33,929 Value ($000) $792 Avg Close Range
Q4 2023
Shares 26,532 Value ($000) $618 Avg Close Range
Q3 2023
Shares 18,183 Value ($000) $403 Avg Close Range
Q2 2023
Shares 15,820 Value ($000) $357 Avg Close Range
Q1 2023
Shares 13,110 Value ($000) $298 Avg Close Range