ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 784,344 Value ($000) $78,842 Avg Close — Range —
Q3 2025
Shares 737,879 Value ($000) $74,113 Avg Close — Range —
Q2 2025
Shares 529,734 Value ($000) $53,212 Avg Close — Range —
Q1 2025
Shares 357,064 Value ($000) $35,881 Avg Close — Range —
Q4 2024
Shares 308,388 Value ($000) $30,987 Avg Close — Range —
Q3 2024
Shares 250,275 Value ($000) $25,128 Avg Close — Range —
Q2 2024
Shares 183,383 Value ($000) $18,413 Avg Close — Range —
Q1 2024
Shares 166,139 Value ($000) $16,685 Avg Close — Range —
Q4 2023
Shares 138,275 Value ($000) $13,876 Avg Close — Range —
Q3 2023
Shares 110,505 Value ($000) $11,084 Avg Close — Range —
Q2 2023
Shares 54,522 Value ($000) $5,470 Avg Close — Range —
Q4 2022
Shares 34,295 Value ($000) $3,441 Avg Close — Range —
Q3 2022
Shares 11,947 Value ($000) $1,198 Avg Close — Range —