ISHARES TR

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

Leverty Financial Group, LLC's Holding History (CIK: 0001908386)

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

Q2 2025
Shares 9,463 Value ($000) $451 Avg Close — Range —
Q1 2025
Shares 9,463 Value ($000) $405 Avg Close — Range —
Q4 2024
Shares 9,666 Value ($000) $438 Avg Close — Range —
Q3 2024
Shares 5,565 Value ($000) $246 Avg Close — Range —
Q2 2024
Shares 5,565 Value ($000) $234 Avg Close — Range —
Q1 2024
Shares 6,710 Value ($000) $270 Avg Close — Range —
Q4 2023
Shares 6,710 Value ($000) $244 Avg Close — Range —
Q3 2023
Shares 6,710 Value ($000) $218 Avg Close — Range —
Q2 2023
Shares 13,933 Value ($000) $471 Avg Close — Range —
Q1 2023
Shares 13,933 Value ($000) $430 Avg Close — Range —
Q4 2022
Shares 13,933 Value ($000) $396 Avg Close — Range —
Q3 2022
Shares 14,117 Value ($000) $378 Avg Close — Range —
Q2 2022
Shares 14,988 Value ($000) $425 Avg Close — Range —
Q1 2022
Shares 15,379 Value ($000) $528 Avg Close — Range —