ISHARES TR

Ticker: XVV CUSIP: 46436E569 Class: ESG SELECT SCRE

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 62,780 Value ($000) $3,309 Avg Close — Range —
Q3 2025
Shares 63,847 Value ($000) $3,289 Avg Close — Range —
Q2 2025
Shares 70,207 Value ($000) $3,348 Avg Close — Range —
Q1 2025
Shares 85,987 Value ($000) $3,679 Avg Close — Range —
Q4 2024
Shares 94,956 Value ($000) $4,301 Avg Close — Range —
Q3 2024
Shares 97,904 Value ($000) $4,330 Avg Close — Range —
Q2 2024
Shares 99,096 Value ($000) $4,167 Avg Close — Range —
Q1 2024
Shares 110,078 Value ($000) $4,435 Avg Close — Range —
Q4 2023
Shares 112,434 Value ($000) $4,091 Avg Close — Range —
Q3 2023
Shares 111,487 Value ($000) $3,615 Avg Close — Range —
Q2 2023
Shares 112,087 Value ($000) $3,790 Avg Close — Range —
Q1 2023
Shares 117,658 Value ($000) $3,635 Avg Close — Range —
Q4 2022
Shares 117,010 Value ($000) $3 Avg Close — Range —