ISHARES TR

Ticker: IBHF CUSIP: 46436E528 Class: ETF

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

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

Q4 2025
Shares 117,532 Value ($000) $2,713 Avg Close Range
Q3 2025
Shares 114,732 Value ($000) $2,684 Avg Close Range
Q2 2025
Shares 99,793 Value ($000) $2,318 Avg Close Range
Q1 2025
Shares 89,015 Value ($000) $2,067 Avg Close Range
Q4 2024
Shares 82,988 Value ($000) $1,921 Avg Close Range
Q3 2024
Shares 73,413 Value ($000) $1,719 Avg Close Range
Q2 2024
Shares 70,031 Value ($000) $1,604 Avg Close Range
Q1 2024
Shares 62,021 Value ($000) $1,430 Avg Close Range
Q4 2023
Shares 52,338 Value ($000) $1,200 Avg Close Range
Q3 2023
Shares 36,151 Value ($000) $814 Avg Close Range
Q2 2023
Shares 31,315 Value ($000) $712 Avg Close Range
Q1 2023
Shares 19,941 Value ($000) $455 Avg Close Range