IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,554 shares; 2024Q4: 5,977 shares; 2025Q1: 6,601 shares; 2025Q2: 3,688 shares; 2025Q3: 4,527 shares; 2025Q4: 6,965 shares; 2026Q1: 12,510 shares; 2026Q2: 27,505 shares 27,505 $20.6M 5.14% +14,995 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,550 shares; 2024Q4: 26,850 shares; 2025Q1: 26,850 shares; 2025Q2: 23,550 shares; 2025Q3: 23,550 shares; 2025Q4: 27,850 shares; 2026Q1: 27,850 shares; 2026Q2: 27,850 shares 27,850 $17.8M 4.45% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,430 shares; 2024Q4: 18,430 shares; 2025Q1: 18,430 shares; 2025Q2: 18,930 shares; 2025Q3: 21,433 shares; 2025Q4: 23,482 shares; 2026Q1: 23,476 shares; 2026Q2: 20,626 shares 20,626 $15.2M 3.79% -2,850 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 112,000 shares; 2025Q1: 121,000 shares; 2025Q2: 121,000 shares; 2025Q3: 175,513 shares; 2025Q4: 183,516 shares; 2026Q1: 184,716 shares; 2026Q2: 184,304 shares 184,304 $11.4M 2.83% -412 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,500 shares; 2024Q4: 34,200 shares; 2025Q1: 35,200 shares; 2025Q2: 35,200 shares; 2025Q3: 40,400 shares; 2025Q4: 41,309 shares; 2026Q1: 47,050 shares; 2026Q2: 47,453 shares 47,453 $11.3M 2.82% +403 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 137,700 shares 137,700 $10.4M 2.6% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,981 shares; 2024Q4: 5,191 shares; 2025Q1: 5,197 shares; 2025Q2: 5,288 shares; 2025Q3: 5,278 shares; 2025Q4: 53,718 shares; 2026Q1: 103,629 shares; 2026Q2: 108,983 shares 108,983 $9.58M 2.39% +5,354 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: 20,500 shares; 2025Q4: 32,900 shares; 2026Q1: 83,900 shares; 2026Q2: 83,900 shares 83,900 $8.49M 2.12% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,505 shares; 2024Q4: 26,805 shares; 2025Q1: 26,805 shares; 2025Q2: 26,770 shares; 2025Q3: 22,282 shares; 2025Q4: 42,894 shares; 2026Q1: 43,229 shares; 2026Q2: 42,933 shares 42,933 $8.18M 2.04% -296 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,295 shares; 2024Q4: 18,424 shares; 2025Q1: 18,319 shares; 2025Q2: 17,381 shares; 2025Q3: 18,209 shares; 2025Q4: 30,479 shares; 2026Q1: 43,846 shares; 2026Q2: 55,694 shares 55,694 $7.66M 1.91% +11,848 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,900 shares; 2026Q2: 67,900 shares 67,900 $7.61M 1.9% 0 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,100 shares; 2026Q2: 119,600 shares 119,600 $7.58M 1.89% +9,500 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $7.49M 1.87% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,022 shares; 2024Q4: 25,300 shares; 2025Q1: 25,223 shares; 2025Q2: 27,367 shares; 2025Q3: 40,075 shares; 2025Q4: 67,934 shares; 2026Q1: 79,655 shares; 2026Q2: 102,070 shares 102,070 $6.94M 1.73% +22,415 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,046 shares; 2024Q4: 9,544 shares; 2025Q1: 8,056 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66,994 shares 66,994 $6.85M 1.71% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,198 shares; 2024Q4: 10,122 shares; 2025Q1: 9,780 shares; 2025Q2: 10,098 shares; 2025Q3: 11,856 shares; 2025Q4: 14,019 shares; 2026Q1: 8,030 shares; 2026Q2: 8,319 shares 8,319 $6.22M 1.55% +289 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,010 shares; 2025Q4: 12,864 shares; 2026Q1: 12,706 shares; 2026Q2: 74,529 shares 74,529 $6.16M 1.54% +61,823 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,900 shares; 2025Q4: 54,800 shares; 2026Q1: 73,500 shares; 2026Q2: 73,500 shares 73,500 $6.16M 1.54% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,894 shares; 2024Q4: 4,114 shares; 2025Q1: 5,761 shares; 2025Q2: 7,182 shares; 2025Q3: 8,926 shares; 2025Q4: 21,483 shares; 2026Q1: 26,841 shares; 2026Q2: 26,954 shares 26,954 $6.12M 1.53% +113 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,670 shares; 2024Q4: 30,800 shares; 2025Q1: 28,072 shares; 2025Q2: 40,154 shares; 2025Q3: 43,784 shares; 2025Q4: 46,541 shares; 2026Q1: 46,687 shares; 2026Q2: 47,385 shares 47,385 $6.05M 1.51% +698 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,856 shares; 2024Q4: 34,192 shares; 2025Q1: 37,094 shares; 2025Q2: 37,868 shares; 2025Q3: 46,073 shares; 2025Q4: 75,567 shares; 2026Q1: 84,378 shares; 2026Q2: 76,876 shares 76,876 $5.48M 1.37% -7,502 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,464 shares; 2024Q4: 3,985 shares; 2025Q1: 4,126 shares; 2025Q2: 4,554 shares; 2025Q3: 5,679 shares; 2025Q4: 9,714 shares; 2026Q1: 10,899 shares; 2026Q2: 58,378 shares 58,378 $5.03M 1.25% +47,479 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,609 shares; 2024Q4: 58,023 shares; 2025Q1: 56,702 shares; 2025Q2: 54,808 shares; 2025Q3: 49,252 shares; 2025Q4: 53,686 shares; 2026Q1: 69,737 shares; 2026Q2: 104,161 shares 104,161 $4.81M 1.2% +34,424 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,877 shares; 2024Q4: 32,325 shares; 2025Q1: 32,163 shares; 2025Q2: 29,295 shares; 2025Q3: 29,293 shares; 2025Q4: 26,062 shares; 2026Q1: 26,068 shares; 2026Q2: 25,983 shares 25,983 $4.78M 1.19% -85 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,400 shares; 2024Q4: 12,400 shares; 2025Q1: 11,400 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $4.44M 1.11% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,206 shares; 2024Q4: 4,206 shares; 2025Q1: 4,301 shares; 2025Q2: 4,288 shares; 2025Q3: 4,325 shares; 2025Q4: 4,348 shares; 2026Q1: 4,378 shares; 2026Q2: 4,331 shares 4,331 $4.38M 1.09% -47 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,836 shares; 2025Q3: 27,657 shares; 2025Q4: 47,711 shares; 2026Q1: 69,169 shares; 2026Q2: 82,900 shares 82,900 $4.37M 1.09% +13,731 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,460 shares; 2024Q4: 7,409 shares; 2025Q1: 7,555 shares; 2025Q2: 8,730 shares; 2025Q3: 13,623 shares; 2025Q4: 20,279 shares; 2026Q1: 22,109 shares; 2026Q2: 19,818 shares 19,818 $4.32M 1.08% -2,291 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,625 shares; 2024Q4: 41,626 shares; 2025Q1: 41,625 shares; 2025Q2: 42,624 shares; 2025Q3: 46,832 shares; 2025Q4: 46,821 shares; 2026Q1: 10,831 shares; 2026Q2: 6,427 shares 6,427 $4.22M 1.05% -4,404 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,635 shares; 2024Q4: 6,595 shares; 2025Q1: 10,285 shares; 2025Q2: 19,492 shares; 2025Q3: 30,760 shares; 2025Q4: 57,827 shares; 2026Q1: 66,539 shares; 2026Q2: 49,806 shares 49,806 $4.13M 1.03% -16,733 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,455 shares; 2025Q4: 15,750 shares; 2026Q1: 15,853 shares; 2026Q2: 33,967 shares 33,967 $4.12M 1.03% +18,114 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,300 shares; 2025Q4: 19,639 shares; 2026Q1: 19,684 shares; 2026Q2: 26,029 shares 26,029 $4.12M 1.03% +6,345 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,448 shares; 2025Q1: 22,704 shares; 2025Q2: 51,884 shares; 2025Q3: 76,628 shares; 2025Q4: 76,770 shares; 2026Q1: 77,427 shares; 2026Q2: 80,228 shares 80,228 $4.05M 1.01% +2,801 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,915 shares; 2024Q4: 14,925 shares; 2025Q1: 13,128 shares; 2025Q2: 13,673 shares; 2025Q3: 6,662 shares; 2025Q4: 10,298 shares; 2026Q1: 10,571 shares; 2026Q2: 10,902 shares 10,902 $4.03M 1.01% +331 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 12,032 shares; 2025Q1: 4,554 shares; 2025Q2: 4,787 shares; 2025Q3: 5,078 shares; 2025Q4: 5,584 shares; 2026Q1: 16,683 shares; 2026Q2: 19,328 shares 19,328 $3.87M 0.96% +2,645 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,173 shares; 2024Q4: 10,934 shares; 2025Q1: 5,666 shares; 2025Q2: 6,081 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,658 shares; 2026Q2: 29,548 shares 29,548 $3.68M 0.92% +6,890 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,162 shares; 2024Q4: 17,162 shares; 2025Q1: 17,210 shares; 2025Q2: 22,133 shares; 2025Q3: 41,133 shares; 2025Q4: 60,033 shares; 2026Q1: 59,900 shares; 2026Q2: 59,900 shares 59,900 $3.21M 0.8% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,001 shares; 2024Q4: 3,761 shares; 2025Q1: 3,289 shares; 2025Q2: 3,048 shares; 2025Q3: 2,830 shares; 2025Q4: 9,390 shares; 2026Q1: 9,087 shares; 2026Q2: 16,832 shares 16,832 $3.12M 0.78% +7,745 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,631 shares; 2026Q1: 18,632 shares; 2026Q2: 15,534 shares 15,534 $3.1M 0.77% -3,098 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,924 shares; 2025Q1: 1,946 shares; 2025Q2: 2,544 shares; 2025Q3: 2,475 shares; 2025Q4: 6,608 shares; 2026Q1: 9,367 shares; 2026Q2: 8,815 shares 8,815 $3.02M 0.75% -552 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,668 shares; 2024Q4: 30,421 shares; 2025Q1: 31,764 shares; 2025Q2: 32,600 shares; 2025Q3: 37,804 shares; 2025Q4: 50,740 shares; 2026Q1: 56,440 shares; 2026Q2: 62,186 shares 62,186 $3.01M 0.75% +5,746 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,128 shares; 2024Q4: 19,164 shares; 2025Q1: 19,249 shares; 2025Q2: 19,241 shares; 2025Q3: 19,195 shares; 2025Q4: 19,815 shares; 2026Q1: 19,981 shares; 2026Q2: 19,048 shares 19,048 $2.83M 0.7% -933 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,187 shares; 2024Q4: 13,245 shares; 2025Q1: 9,258 shares; 2025Q2: 9,282 shares; 2025Q3: 11,689 shares; 2025Q4: 11,593 shares; 2026Q1: 9,442 shares; 2026Q2: 9,283 shares 9,283 $2.79M 0.7% -159 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,269 shares; 2026Q2: 54,638 shares 54,638 $2.75M 0.69% +14,369 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,434 shares; 2026Q1: 12,494 shares; 2026Q2: 27,646 shares 27,646 $2.71M 0.68% +15,152 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,674 shares; 2025Q2: 1,500 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,705 shares; 2026Q2: 3,762 shares 3,762 $2.71M 0.68% +57 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,980 shares 73,980 $2.71M 0.68% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,371 shares; 2024Q4: 9,342 shares; 2025Q1: 11,752 shares; 2025Q2: 11,718 shares; 2025Q3: 11,736 shares; 2025Q4: 11,719 shares; 2026Q1: 11,720 shares; 2026Q2: 11,644 shares 11,644 $2.63M 0.66% -76 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,700 shares 27,700 $2.62M 0.65% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,613 shares; 2026Q2: 2,226 shares 2,226 $2.57M 0.64% +613 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,814 shares; 2026Q2: 78,418 shares 78,418 $2.49M 0.62% +23,604 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,405 shares; 2025Q4: 31,900 shares; 2026Q1: 31,900 shares; 2026Q2: 31,900 shares 31,900 $2.39M 0.6% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,192 shares; 2025Q1: 41,299 shares; 2025Q2: 34,453 shares; 2025Q3: 48,218 shares; 2025Q4: 50,741 shares; 2026Q1: 52,444 shares; 2026Q2: 50,513 shares 50,513 $2.37M 0.59% -1,931 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,464 shares; 2024Q4: 1,468 shares; 2025Q1: 4,667 shares; 2025Q2: 4,684 shares; 2025Q3: 4,620 shares; 2025Q4: 4,617 shares; 2026Q1: 4,618 shares; 2026Q2: 4,618 shares 4,618 $2.31M 0.58% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,421 shares; 2024Q4: 5,190 shares; 2025Q1: 4,891 shares; 2025Q2: 4,870 shares; 2025Q3: 4,043 shares; 2025Q4: 3,794 shares; 2026Q1: 3,967 shares; 2026Q2: 19,211 shares 19,211 $2.3M 0.57% +15,244 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,484 shares; 2025Q1: 47,884 shares; 2025Q2: 47,672 shares; 2025Q3: 38,263 shares; 2025Q4: 37,579 shares; 2026Q1: 39,308 shares; 2026Q2: 48,104 shares 48,104 $2.27M 0.57% +8,796 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,932 shares; 2024Q4: 12,798 shares; 2025Q1: 13,563 shares; 2025Q2: 16,025 shares; 2025Q3: 16,455 shares; 2025Q4: 23,530 shares; 2026Q1: 25,811 shares; 2026Q2: 28,118 shares 28,118 $2.19M 0.55% +2,307 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,409 shares; 2024Q4: 14,422 shares; 2025Q1: 16,756 shares; 2025Q2: 17,368 shares; 2025Q3: 20,858 shares; 2025Q4: 34,129 shares; 2026Q1: 37,113 shares; 2026Q2: 34,110 shares 34,110 $2.04M 0.51% -3,003 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,694 shares; 2026Q2: 25,725 shares 25,725 $2.03M 0.51% +31 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,479 shares; 2024Q4: 47,766 shares; 2025Q1: 42,404 shares; 2025Q2: 41,271 shares; 2025Q3: 32,882 shares; 2025Q4: 44,703 shares; 2026Q1: 45,641 shares; 2026Q2: 38,127 shares 38,127 $2.03M 0.51% -7,514 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,573 shares; 2026Q2: 4,177 shares 4,177 $2M 0.5% +604 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,106 shares; 2024Q4: 17,195 shares; 2025Q1: 17,503 shares; 2025Q2: 18,952 shares; 2025Q3: 20,149 shares; 2025Q4: 21,764 shares; 2026Q1: 22,301 shares; 2026Q2: 23,336 shares 23,336 $2M 0.5% +1,035 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,087 shares; 2025Q3: 23,712 shares; 2025Q4: 41,616 shares; 2026Q1: 60,251 shares; 2026Q2: 46,214 shares 46,214 $1.99M 0.5% -14,037 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,483 shares; 2026Q1: 84,835 shares; 2026Q2: 77,924 shares 77,924 $1.96M 0.49% -6,911 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,107 shares; 2024Q4: 19,945 shares; 2025Q1: 15,406 shares; 2025Q2: 26,140 shares; 2025Q3: 25,251 shares; 2025Q4: 38,163 shares; 2026Q1: 52,729 shares; 2026Q2: 25,418 shares 25,418 $1.95M 0.49% -27,311 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares; 2026Q1: 45,000 shares; 2026Q2: 45,000 shares 45,000 $1.92M 0.48% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,715 shares; 2024Q4: 5,246 shares; 2025Q1: 5,199 shares; 2025Q2: 4,025 shares; 2025Q3: 4,160 shares; 2025Q4: 4,401 shares; 2026Q1: 4,771 shares; 2026Q2: 5,100 shares 5,100 $1.9M 0.47% +329 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,746 shares; 2024Q4: 14,475 shares; 2025Q1: 14,643 shares; 2025Q2: 13,632 shares; 2025Q3: 19,761 shares; 2025Q4: 20,779 shares; 2026Q1: 24,068 shares; 2026Q2: 25,833 shares 25,833 $1.9M 0.47% +1,765 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,977 shares 20,977 $1.89M 0.47% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,000 shares; 2025Q2: 35,504 shares; 2025Q3: 15,504 shares; 2025Q4: 15,510 shares; 2026Q1: 15,535 shares; 2026Q2: 15,570 shares 15,570 $1.82M 0.45% +35 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,454 shares 8,454 $1.8M 0.45% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,024 shares; 2025Q3: 1,100 shares; 2025Q4: 1,180 shares; 2026Q1: 3,528 shares; 2026Q2: 4,609 shares 4,609 $1.74M 0.43% +1,081 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,005 shares; 2024Q4: 3,984 shares; 2025Q1: 5,811 shares; 2025Q2: 5,800 shares; 2025Q3: 5,842 shares; 2025Q4: 4,885 shares; 2026Q1: 4,994 shares; 2026Q2: 4,933 shares 4,933 $1.69M 0.42% -61 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,664 shares; 2026Q1: 3,552 shares; 2026Q2: 3,818 shares 3,818 $1.65M 0.41% +266 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,140 shares; 2026Q2: 11,781 shares 11,781 $1.64M 0.41% +1,641 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,293 shares; 2026Q2: 2,787 shares 2,787 $1.62M 0.4% +494 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,121 shares; 2024Q4: 2,136 shares; 2025Q1: 2,136 shares; 2025Q2: 2,150 shares; 2025Q3: 2,143 shares; 2025Q4: 20,736 shares; 2026Q1: 20,703 shares; 2026Q2: 21,736 shares 21,736 $1.55M 0.39% +1,033 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 169 shares; 2026Q1: 474 shares; 2026Q2: 5,037 shares 5,037 $1.52M 0.38% +4,563 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,715 shares; 2026Q2: 2,025 shares 2,025 $1.46M 0.37% +310 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,673 shares; 2025Q2: not reported; 2025Q3: 9,861 shares; 2025Q4: 9,848 shares; 2026Q1: not reported; 2026Q2: 60,512 shares 60,512 $1.26M 0.31% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,408 shares; 2024Q4: 2,300 shares; 2025Q1: 2,368 shares; 2025Q2: 2,562 shares; 2025Q3: 2,953 shares; 2025Q4: 3,194 shares; 2026Q1: 3,731 shares; 2026Q2: 4,342 shares 4,342 $1.26M 0.31% +611 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,170 shares; 2024Q4: 8,333 shares; 2025Q1: 11,048 shares; 2025Q2: 7,518 shares; 2025Q3: 11,587 shares; 2025Q4: 14,856 shares; 2026Q1: 10,663 shares; 2026Q2: 5,024 shares 5,024 $1.22M 0.3% -5,639 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345 shares; 2024Q4: 1,549 shares; 2025Q1: 1,559 shares; 2025Q2: 1,723 shares; 2025Q3: 2,181 shares; 2025Q4: 3,754 shares; 2026Q1: 4,382 shares; 2026Q2: 3,881 shares 3,881 $1.18M 0.29% -501 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,769 shares; 2024Q4: 10,158 shares; 2025Q1: 10,560 shares; 2025Q2: 11,275 shares; 2025Q3: 15,560 shares; 2025Q4: 16,846 shares; 2026Q1: 17,793 shares; 2026Q2: 18,002 shares 18,002 $1.17M 0.29% +209 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,381 shares; 2025Q2: 7,223 shares; 2025Q3: 9,214 shares; 2025Q4: 9,239 shares; 2026Q1: 12,855 shares; 2026Q2: 11,476 shares 11,476 $1.15M 0.29% -1,379 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,949 shares; 2024Q4: 6,897 shares; 2025Q1: 7,534 shares; 2025Q2: 11,490 shares; 2025Q3: 11,605 shares; 2025Q4: 15,036 shares; 2026Q1: 16,139 shares; 2026Q2: 14,881 shares 14,881 $1.14M 0.28% -1,258 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,392 shares; 2026Q2: 48,690 shares 48,690 $1.11M 0.28% +2,298 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,909 shares; 2025Q4: 18,772 shares; 2026Q1: 18,116 shares; 2026Q2: 19,042 shares 19,042 $1.11M 0.28% +926 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,104 shares; 2025Q4: 19,701 shares; 2026Q1: 17,580 shares; 2026Q2: 17,769 shares 17,769 $1.07M 0.27% +189 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,384 shares; 2024Q4: 6,466 shares; 2025Q1: 7,027 shares; 2025Q2: 9,104 shares; 2025Q3: 9,280 shares; 2025Q4: 13,034 shares; 2026Q1: 14,282 shares; 2026Q2: 15,314 shares 15,314 $1.06M 0.26% +1,032 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,197 shares 6,197 $1.05M 0.26% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,977 shares; 2024Q4: 11,495 shares; 2025Q1: 12,351 shares; 2025Q2: 12,934 shares; 2025Q3: 13,167 shares; 2025Q4: 18,935 shares; 2026Q1: 20,703 shares; 2026Q2: 22,392 shares 22,392 $1.05M 0.26% +1,689 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,054 shares; 2024Q4: 3,052 shares; 2025Q1: 3,057 shares; 2025Q2: 3,066 shares; 2025Q3: 3,063 shares; 2025Q4: 3,068 shares; 2026Q1: 3,087 shares; 2026Q2: 3,087 shares 3,087 $1.01M 0.25% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares; 2026Q2: 9,500 shares 9,500 $993K 0.25% 0 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,971 shares 20,971 $963K 0.24% new Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,676 shares; 2025Q4: 21,120 shares; 2026Q1: 18,339 shares; 2026Q2: 42,480 shares 42,480 $962K 0.24% +24,141 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 2,096 shares; 2025Q1: 2,142 shares; 2025Q2: 2,068 shares; 2025Q3: 2,292 shares; 2025Q4: 2,476 shares; 2026Q1: 2,189 shares; 2026Q2: 2,682 shares 2,682 $959K 0.24% +493 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,373 shares; 2024Q4: 7,592 shares; 2025Q1: 6,125 shares; 2025Q2: 6,348 shares; 2025Q3: 6,787 shares; 2025Q4: 7,584 shares; 2026Q1: 9,266 shares; 2026Q2: 10,087 shares 10,087 $953K 0.24% +821 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,474 shares 33,474 $939K 0.23% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 410 shares; 2026Q2: 470 shares 470 $935K 0.23% +60 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,466 shares; 2026Q2: 3,003 shares 3,003 $895K 0.22% +537 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,166 shares; 2024Q4: 10,721 shares; 2025Q1: 11,790 shares; 2025Q2: 8,901 shares; 2025Q3: 13,578 shares; 2025Q4: 14,404 shares; 2026Q1: 14,929 shares; 2026Q2: 16,375 shares 16,375 $848K 0.21% +1,446 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,909 shares; 2024Q4: 9,529 shares; 2025Q1: 16,778 shares; 2025Q2: 7,795 shares; 2025Q3: 14,875 shares; 2025Q4: 20,359 shares; 2026Q1: 19,779 shares; 2026Q2: 15,604 shares 15,604 $786K 0.2% -4,175 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,228 shares; 2026Q2: 2,602 shares 2,602 $775K 0.19% +374 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,848 shares; 2024Q4: 1,461 shares; 2025Q1: 1,472 shares; 2025Q2: 1,744 shares; 2025Q3: 1,986 shares; 2025Q4: 2,159 shares; 2026Q1: 2,315 shares; 2026Q2: 3,081 shares 3,081 $734K 0.18% +766 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,505 shares; 2026Q2: 1,755 shares 1,755 $697K 0.17% +250 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,410 shares; 2026Q1: 60,462 shares; 2026Q2: 25,398 shares 25,398 $692K 0.17% -35,064 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,298 shares; 2026Q2: 3,715 shares 3,715 $687K 0.17% +417 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,975 shares 12,975 $653K 0.16% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,246 shares; 2026Q1: 5,954 shares; 2026Q2: 12,740 shares 12,740 $604K 0.15% +6,786 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,560 shares; 2026Q1: 4,147 shares; 2026Q2: 7,067 shares 7,067 $567K 0.14% +2,920 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,755 shares; 2024Q4: 28,441 shares; 2025Q1: 24,597 shares; 2025Q2: 23,822 shares; 2025Q3: 24,484 shares; 2025Q4: 22,796 shares; 2026Q1: 24,560 shares; 2026Q2: 24,776 shares 24,776 $547K 0.14% +216 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491 shares; 2024Q4: 605 shares; 2025Q1: 631 shares; 2025Q2: 647 shares; 2025Q3: 674 shares; 2025Q4: 763 shares; 2026Q1: 745 shares; 2026Q2: 931 shares 931 $525K 0.13% +186 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,610 shares 5,610 $514K 0.13% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,595 shares; 2026Q1: 1,646 shares; 2026Q2: 2,981 shares 2,981 $488K 0.12% +1,335 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,863 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,519 shares 4,519 $469K 0.12% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,955 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,389 shares; 2026Q2: 3,546 shares 3,546 $453K 0.11% +1,157 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,997 shares 6,997 $451K 0.11% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,139 shares; 2025Q4: 7,895 shares; 2026Q1: 7,047 shares; 2026Q2: 7,788 shares 7,788 $449K 0.11% +741 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,801 shares; 2026Q2: 4,152 shares 4,152 $441K 0.11% +1,351 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,136 shares; 2025Q3: 4,844 shares; 2025Q4: 4,956 shares; 2026Q1: 5,258 shares; 2026Q2: 5,449 shares 5,449 $433K 0.11% +191 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,795 shares; 2026Q1: not reported; 2026Q2: 2,956 shares 2,956 $421K 0.11% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,557 shares; 2026Q1: 13,214 shares; 2026Q2: 17,243 shares 17,243 $399K 0.1% +4,029 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,276 shares; 2024Q4: 9,546 shares; 2025Q1: 9,112 shares; 2025Q2: 9,295 shares; 2025Q3: 14,490 shares; 2025Q4: 5,225 shares; 2026Q1: 5,723 shares; 2026Q2: 5,006 shares 5,006 $386K 0.1% -717 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,019 shares; 2024Q4: 4,941 shares; 2025Q1: 4,953 shares; 2025Q2: 4,405 shares; 2025Q3: 4,559 shares; 2025Q4: 4,075 shares; 2026Q1: 4,215 shares; 2026Q2: 4,243 shares 4,243 $382K 0.1% +28 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 818 shares; 2026Q2: 968 shares 968 $363K 0.09% +150 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,888 shares; 2026Q2: 5,002 shares 5,002 $360K 0.09% +1,114 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,214 shares; 2025Q2: 2,028 shares; 2025Q3: 2,607 shares; 2025Q4: 2,731 shares; 2026Q1: 2,351 shares; 2026Q2: 2,622 shares 2,622 $353K 0.09% +271 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,057 shares; 2024Q4: 3,289 shares; 2025Q1: 2,940 shares; 2025Q2: 3,134 shares; 2025Q3: 3,052 shares; 2025Q4: 3,333 shares; 2026Q1: 3,676 shares; 2026Q2: 3,649 shares 3,649 $353K 0.09% -27 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,137 shares; 2025Q1: 10,687 shares; 2025Q2: 9,825 shares; 2025Q3: 9,825 shares; 2025Q4: 9,397 shares; 2026Q1: 9,525 shares; 2026Q2: 9,612 shares 9,612 $332K 0.08% +87 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,734 shares; 2024Q4: 10,212 shares; 2025Q1: 15,765 shares; 2025Q2: 15,051 shares; 2025Q3: 14,024 shares; 2025Q4: 13,134 shares; 2026Q1: 13,660 shares; 2026Q2: 13,741 shares 13,741 $329K 0.08% +81 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419 shares; 2026Q2: 392 shares 392 $325K 0.08% -27 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,565 shares 4,565 $317K 0.08% new Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,554 shares; 2025Q1: 4,298 shares; 2025Q2: 4,026 shares; 2025Q3: 4,174 shares; 2025Q4: 4,178 shares; 2026Q1: 4,318 shares; 2026Q2: 3,653 shares 3,653 $313K 0.08% -665 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,476 shares 3,476 $312K 0.08% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 588 shares; 2026Q2: 698 shares 698 $311K 0.08% +110 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,905 shares; 2025Q2: 4,264 shares; 2025Q3: 7,131 shares; 2025Q4: 7,829 shares; 2026Q1: 3,380 shares; 2026Q2: 4,067 shares 4,067 $307K 0.08% +687 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,644 shares; 2025Q4: 1,654 shares; 2026Q1: 1,664 shares; 2026Q2: 1,707 shares 1,707 $301K 0.08% +43 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,297 shares; 2025Q4: not reported; 2026Q1: 9,444 shares; 2026Q2: 8,828 shares 8,828 $295K 0.07% -616 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640 shares; 2024Q4: 4,802 shares; 2025Q1: 4,458 shares; 2025Q2: 4,467 shares; 2025Q3: 4,389 shares; 2025Q4: 992 shares; 2026Q1: 1,023 shares; 2026Q2: 717 shares 717 $294K 0.07% -306 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,892 shares 1,892 $291K 0.07% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276 shares; 2024Q4: 307 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245 shares; 2026Q1: 253 shares; 2026Q2: 240 shares 240 $288K 0.07% -13 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,019 shares 1,019 $287K 0.07% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,667 shares; 2025Q4: 4,015 shares; 2026Q1: 4,193 shares; 2026Q2: 4,214 shares 4,214 $285K 0.07% +21 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,524 shares; 2025Q1: 5,231 shares; 2025Q2: 4,897 shares; 2025Q3: 5,104 shares; 2025Q4: 5,112 shares; 2026Q1: 5,252 shares; 2026Q2: 4,447 shares 4,447 $284K 0.07% -805 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,299 shares; 2025Q1: 3,698 shares; 2025Q2: 2,998 shares; 2025Q3: 4,235 shares; 2025Q4: 4,030 shares; 2026Q1: 3,333 shares; 2026Q2: 2,262 shares 2,262 $275K 0.07% -1,071 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: 438 shares; 2025Q4: 530 shares; 2026Q1: 566 shares; 2026Q2: 487 shares 487 $250K 0.06% -79 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,366 shares; 2025Q4: 5,252 shares; 2026Q1: 5,252 shares; 2026Q2: 5,252 shares 5,252 $243K 0.06% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 495 shares; 2025Q1: not reported; 2025Q2: 529 shares; 2025Q3: 534 shares; 2025Q4: 510 shares; 2026Q1: 523 shares; 2026Q2: 1,952 shares 1,952 $242K 0.06% +1,429 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $242K 0.06% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,456 shares 2,456 $237K 0.06% new Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,594 shares; 2026Q1: 2,594 shares; 2026Q2: 2,592 shares 2,592 $233K 0.06% -2 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,247 shares 9,247 $231K 0.06% new Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,951 shares; 2024Q4: 8,217 shares; 2025Q1: 7,258 shares; 2025Q2: 6,253 shares; 2025Q3: 6,256 shares; 2025Q4: 6,006 shares; 2026Q1: 5,683 shares; 2026Q2: 5,655 shares 5,655 $228K 0.06% -28 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,069 shares; 2024Q4: 9,374 shares; 2025Q1: 13,935 shares; 2025Q2: 16,996 shares; 2025Q3: not reported; 2025Q4: 10,603 shares; 2026Q1: 15,647 shares; 2026Q2: 8,727 shares 8,727 $224K 0.06% -6,920 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 625 shares 625 $221K 0.06% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479 shares; 2025Q4: 480 shares; 2026Q1: not reported; 2026Q2: 509 shares 509 $214K 0.05% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,654 shares; 2024Q4: 39,503 shares; 2025Q1: 37,073 shares; 2025Q2: 35,999 shares; 2025Q3: 26,324 shares; 2025Q4: 2,266 shares; 2026Q1: 2,258 shares; 2026Q2: 2,139 shares 2,139 $206K 0.05% -119 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 535 shares 535 $206K 0.05% new Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,709 shares 4,709 $206K 0.05% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,749 shares 3,749 $205K 0.05% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 836 shares 836 $203K 0.05% new Timeline