ISHARES TR

Ticker: IBHG CUSIP: 46436E478 Class: ETF

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

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

Q4 2025
Shares 116,749 Value ($000) $2,606 Avg Close — Range —
Q3 2025
Shares 107,563 Value ($000) $2,419 Avg Close — Range —
Q2 2025
Shares 90,923 Value ($000) $2,049 Avg Close — Range —
Q1 2025
Shares 79,491 Value ($000) $1,775 Avg Close — Range —
Q4 2024
Shares 74,739 Value ($000) $1,662 Avg Close — Range —
Q3 2024
Shares 69,294 Value ($000) $1,566 Avg Close — Range —
Q2 2024
Shares 65,554 Value ($000) $1,444 Avg Close — Range —
Q1 2024
Shares 56,860 Value ($000) $1,266 Avg Close — Range —
Q4 2023
Shares 49,870 Value ($000) $1,108 Avg Close — Range —
Q3 2023
Shares 20,992 Value ($000) $452 Avg Close — Range —
Q2 2023
Shares 17,160 Value ($000) $375 Avg Close — Range —
Q1 2023
Shares 15,670 Value ($000) $344 Avg Close — Range —