ISHARES TR

Ticker: USXF CUSIP: 46436E767 Class: ESG MSCI USA ETF

Shotwell Rutter Baer Inc's Holding History (CIK: 0002008310)

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

Q4 2025
Shares 20,470 Value ($000) $1,196 Avg Close — Range —
Q3 2025
Shares 20,610 Value ($000) $1,199 Avg Close — Range —
Q2 2025
Shares 19,255 Value ($000) $1,051 Avg Close — Range —
Q1 2025
Shares 19,276 Value ($000) $810 Avg Close — Range —
Q4 2024
Shares 18,181 Value ($000) $897 Avg Close — Range —
Q3 2024
Shares 20,006 Value ($000) $983 Avg Close — Range —
Q2 2024
Shares 18,896 Value ($000) $896 Avg Close — Range —
Q4 2023
Shares 20,729 Value ($000) $829 Avg Close — Range —