ISHARES TR

Ticker: XJH CUSIP: 46436E551 Class: ESG SELECT SCRE

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 800 Value ($000) $36 Avg Close — Range —
Q3 2025
Shares 800 Value ($000) $35 Avg Close — Range —
Q2 2025
Shares 800 Value ($000) $33 Avg Close — Range —
Q1 2025
Shares 800 Value ($000) $31 Avg Close — Range —
Q4 2024
Shares 800 Value ($000) $33 Avg Close — Range —
Q3 2024
Shares 800 Value ($000) $34 Avg Close — Range —
Q2 2024
Shares 883 Value ($000) $35 Avg Close — Range —
Q1 2024
Shares 883 Value ($000) $36 Avg Close — Range —
Q4 2023
Shares 965 Value ($000) $36 Avg Close — Range —
Q3 2023
Shares 965 Value ($000) $33 Avg Close — Range —
Q2 2023
Shares 965 Value ($000) $34 Avg Close — Range —