IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,618 shares; 2024Q4: 33,594 shares; 2025Q1: 32,878 shares; 2025Q2: 25,948 shares; 2025Q3: 25,954 shares; 2025Q4: 25,983 shares; 2026Q1: 26,028 shares; 2026Q2: 25,907 shares 25,907 $19.4M 4.65% -121 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: 108,096 shares; 2024Q4: 102,833 shares; 2025Q1: 90,925 shares; 2025Q2: 95,983 shares; 2025Q3: 90,165 shares; 2025Q4: 90,522 shares; 2026Q1: 87,826 shares; 2026Q2: 87,024 shares 87,024 $17.4M 4.17% -802 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: 87,547 shares; 2024Q4: 81,837 shares; 2025Q1: 71,623 shares; 2025Q2: 53,644 shares; 2025Q3: 54,671 shares; 2025Q4: 54,704 shares; 2026Q1: 53,844 shares; 2026Q2: 54,655 shares 54,655 $15.8M 3.79% +811 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: 107,700 shares; 2024Q4: 98,121 shares; 2025Q1: 98,606 shares; 2025Q2: 97,018 shares; 2025Q3: 85,421 shares; 2025Q4: 85,749 shares; 2026Q1: 87,925 shares; 2026Q2: 89,051 shares 89,051 $12.2M 2.93% +1,126 Timeline VYM 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: 91,224 shares; 2024Q4: 80,509 shares; 2025Q1: 80,397 shares; 2025Q2: 75,803 shares; 2025Q3: 73,592 shares; 2025Q4: 75,089 shares; 2026Q1: 75,998 shares; 2026Q2: 77,201 shares 77,201 $12.2M 2.92% +1,203 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: 21,767 shares; 2024Q4: 20,824 shares; 2025Q1: 27,444 shares; 2025Q2: 23,299 shares; 2025Q3: 24,948 shares; 2025Q4: 25,802 shares; 2026Q1: 30,699 shares; 2026Q2: 31,303 shares 31,303 $11.2M 2.68% +604 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: 172,352 shares; 2024Q4: 160,855 shares; 2025Q1: 159,058 shares; 2025Q2: 157,964 shares; 2025Q3: 166,206 shares; 2025Q4: 170,776 shares; 2026Q1: 172,480 shares; 2026Q2: 175,881 shares 175,881 $10.2M 2.45% +3,401 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: 14,329 shares; 2024Q4: 13,506 shares; 2025Q1: 14,275 shares; 2025Q2: 14,637 shares; 2025Q3: 14,820 shares; 2025Q4: 15,173 shares; 2026Q1: 13,993 shares; 2026Q2: 13,921 shares 13,921 $10M 2.4% -72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,525 shares; 2025Q3: not reported; 2025Q4: 3,268 shares; 2026Q1: 127,132 shares; 2026Q2: 128,857 shares 128,857 $9.18M 2.2% +1,725 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: 114,576 shares; 2024Q4: 104,899 shares; 2025Q1: 107,007 shares; 2025Q2: 107,083 shares; 2025Q3: 108,688 shares; 2025Q4: 109,971 shares; 2026Q1: 110,854 shares; 2026Q2: 112,759 shares 112,759 $8.69M 2.08% +1,905 Timeline XSMO 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: 77,780 shares; 2025Q3: 87,751 shares; 2025Q4: 88,661 shares; 2026Q1: 88,887 shares; 2026Q2: 90,058 shares 90,058 $8.43M 2.02% +1,171 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: 20,879 shares; 2024Q4: 20,398 shares; 2025Q1: 20,795 shares; 2025Q2: 15,769 shares; 2025Q3: 15,826 shares; 2025Q4: 15,785 shares; 2026Q1: 21,753 shares; 2026Q2: 21,812 shares 21,812 $8.14M 1.95% +59 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: 18,266 shares; 2024Q4: 18,205 shares; 2025Q1: 17,781 shares; 2025Q2: 16,381 shares; 2025Q3: 15,626 shares; 2025Q4: 15,596 shares; 2026Q1: 15,556 shares; 2026Q2: 62,252 shares 62,252 $7.73M 1.85% +46,696 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: 26,762 shares; 2024Q4: 24,984 shares; 2025Q1: 23,461 shares; 2025Q2: 20,946 shares; 2025Q3: 20,097 shares; 2025Q4: 20,658 shares; 2026Q1: 20,813 shares; 2026Q2: 23,059 shares 23,059 $7.55M 1.81% +2,246 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,850 shares; 2024Q4: 12,730 shares; 2025Q1: 13,765 shares; 2025Q2: 14,264 shares; 2025Q3: 15,060 shares; 2025Q4: 15,581 shares; 2026Q1: 19,065 shares; 2026Q2: 20,658 shares 20,658 $7.04M 1.69% +1,593 Timeline JPIE 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: 1,300 shares; 2025Q1: 47,746 shares; 2025Q2: 48,625 shares; 2025Q3: 115,009 shares; 2025Q4: 126,586 shares; 2026Q1: 133,658 shares; 2026Q2: 145,507 shares 145,507 $6.7M 1.61% +11,849 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: 21,862 shares; 2024Q4: 20,435 shares; 2025Q1: 21,461 shares; 2025Q2: 19,011 shares; 2025Q3: 24,490 shares; 2025Q4: 25,075 shares; 2026Q1: 26,418 shares; 2026Q2: 26,254 shares 26,254 $6.26M 1.5% -164 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: 26,298 shares; 2024Q4: 25,224 shares; 2025Q1: 22,229 shares; 2025Q2: 16,657 shares; 2025Q3: 15,950 shares; 2025Q4: 32,071 shares; 2026Q1: 32,334 shares; 2026Q2: 32,748 shares 32,748 $6.24M 1.5% +414 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: 5,320 shares; 2024Q4: 4,845 shares; 2025Q1: 4,729 shares; 2025Q2: 4,932 shares; 2025Q3: 5,423 shares; 2025Q4: 5,399 shares; 2026Q1: 4,792 shares; 2026Q2: 4,768 shares 4,768 $5.72M 1.37% -24 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,396 shares; 2024Q4: 72,539 shares; 2025Q1: 76,232 shares; 2025Q2: 76,898 shares; 2025Q3: 84,480 shares; 2025Q4: 87,670 shares; 2026Q1: 87,959 shares; 2026Q2: 90,177 shares 90,177 $5.61M 1.34% +2,218 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: 67,894 shares; 2024Q4: 62,786 shares; 2025Q1: 64,303 shares; 2025Q2: 64,567 shares; 2025Q3: 60,107 shares; 2025Q4: 60,147 shares; 2026Q1: 60,246 shares; 2026Q2: 61,031 shares 61,031 $5.06M 1.21% +785 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 564 shares; 2024Q4: 566 shares; 2025Q1: 3,921 shares; 2025Q2: 4,661 shares; 2025Q3: 6,175 shares; 2025Q4: 6,142 shares; 2026Q1: 4,698 shares; 2026Q2: 4,685 shares 4,685 $4.99M 1.2% -13 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,514 shares; 2024Q4: 20,163 shares; 2025Q1: 41,114 shares; 2025Q2: 53,401 shares; 2025Q3: 58,585 shares; 2025Q4: 57,872 shares; 2026Q1: 58,056 shares; 2026Q2: 58,620 shares 58,620 $4.76M 1.14% +564 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: 10,418 shares; 2024Q4: 9,745 shares; 2025Q1: 9,788 shares; 2025Q2: 10,014 shares; 2025Q3: 10,426 shares; 2025Q4: 10,958 shares; 2026Q1: 9,456 shares; 2026Q2: 9,656 shares 9,656 $4.61M 1.1% +200 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: 6,258 shares; 2024Q4: 6,123 shares; 2025Q1: 6,953 shares; 2025Q2: 7,318 shares; 2025Q3: 7,792 shares; 2025Q4: 8,084 shares; 2026Q1: 8,146 shares; 2026Q2: 6,346 shares 6,346 $4.59M 1.1% -1,800 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: 97,781 shares; 2024Q4: 90,995 shares; 2025Q1: 69,852 shares; 2025Q2: 49,215 shares; 2025Q3: 44,130 shares; 2025Q4: 44,300 shares; 2026Q1: 46,342 shares; 2026Q2: 48,203 shares 48,203 $4.33M 1.04% +1,861 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: 14,543 shares; 2025Q1: 15,310 shares; 2025Q2: 15,994 shares; 2025Q3: 14,356 shares; 2025Q4: 14,923 shares; 2026Q1: 15,455 shares; 2026Q2: 24,599 shares 24,599 $4.18M 1% +9,144 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: 16,477 shares; 2024Q4: 15,892 shares; 2025Q1: 12,471 shares; 2025Q2: 12,578 shares; 2025Q3: 12,706 shares; 2025Q4: 11,922 shares; 2026Q1: 12,320 shares; 2026Q2: 10,957 shares 10,957 $4.14M 0.99% -1,363 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,855 shares; 2024Q4: 4,834 shares; 2025Q1: 4,968 shares; 2025Q2: 5,005 shares; 2025Q3: 5,149 shares; 2025Q4: 5,224 shares; 2026Q1: 5,364 shares; 2026Q2: 5,939 shares 5,939 $3.77M 0.9% +575 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,451 shares; 2024Q4: 11,350 shares; 2025Q1: 12,507 shares; 2025Q2: 10,390 shares; 2025Q3: 10,290 shares; 2025Q4: 11,157 shares; 2026Q1: 7,475 shares; 2026Q2: 3,648 shares 3,648 $3.52M 0.84% -3,827 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: 18,827 shares; 2024Q4: 18,855 shares; 2025Q1: 18,842 shares; 2025Q2: 15,059 shares; 2025Q3: 14,393 shares; 2025Q4: 14,412 shares; 2026Q1: 14,427 shares; 2026Q2: 14,439 shares 14,439 $3.5M 0.84% +12 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,320 shares; 2025Q1: 2,520 shares; 2025Q2: 2,680 shares; 2025Q3: 2,688 shares; 2025Q4: 2,863 shares; 2026Q1: 2,972 shares; 2026Q2: 3,061 shares 3,061 $3.47M 0.83% +89 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: 6,841 shares; 2024Q4: 6,538 shares; 2025Q1: 6,458 shares; 2025Q2: 6,439 shares; 2025Q3: 6,421 shares; 2025Q4: 6,293 shares; 2026Q1: 6,200 shares; 2026Q2: 6,285 shares 6,285 $3.14M 0.75% +85 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,097 shares; 2024Q4: 25,669 shares; 2025Q1: 25,968 shares; 2025Q2: 26,150 shares; 2025Q3: 26,223 shares; 2025Q4: 26,559 shares; 2026Q1: 42,517 shares; 2026Q2: 25,718 shares 25,718 $3.02M 0.72% -16,799 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: 6,700 shares; 2024Q4: 6,248 shares; 2025Q1: 7,243 shares; 2025Q2: 7,456 shares; 2025Q3: 8,141 shares; 2025Q4: 8,483 shares; 2026Q1: 8,676 shares; 2026Q2: 8,543 shares 8,543 $2.93M 0.7% -133 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: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 1,537 shares; 2025Q2: 1,475 shares; 2025Q3: 1,454 shares; 2025Q4: 1,459 shares; 2026Q1: 1,045 shares; 2026Q2: 9,684 shares 9,684 $2.92M 0.7% +8,639 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,910 shares; 2024Q4: 6,750 shares; 2025Q1: 13,278 shares; 2025Q2: 12,450 shares; 2025Q3: 13,360 shares; 2025Q4: 13,854 shares; 2026Q1: 23,107 shares; 2026Q2: 24,967 shares 24,967 $2.83M 0.68% +1,860 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,322 shares; 2025Q1: 2,415 shares; 2025Q2: 2,395 shares; 2025Q3: 2,460 shares; 2025Q4: 2,521 shares; 2026Q1: 2,709 shares; 2026Q2: 2,937 shares 2,937 $2.82M 0.68% +228 Timeline FIDU 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: 31,521 shares; 2024Q4: 30,054 shares; 2025Q1: 30,732 shares; 2025Q2: 30,506 shares; 2025Q3: 28,861 shares; 2025Q4: 28,614 shares; 2026Q1: 28,317 shares; 2026Q2: 28,310 shares 28,310 $2.82M 0.68% -7 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: 11,051 shares; 2024Q4: 9,905 shares; 2025Q1: 10,110 shares; 2025Q2: 11,054 shares; 2025Q3: 11,952 shares; 2025Q4: 12,049 shares; 2026Q1: 12,331 shares; 2026Q2: 9,420 shares 9,420 $2.81M 0.67% -2,911 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,354 shares; 2024Q4: 9,628 shares; 2025Q1: 9,971 shares; 2025Q2: 8,629 shares; 2025Q3: 8,944 shares; 2025Q4: 8,064 shares; 2026Q1: 7,718 shares; 2026Q2: 7,463 shares 7,463 $2.75M 0.66% -255 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,460 shares; 2024Q4: 5,332 shares; 2025Q1: 5,736 shares; 2025Q2: 5,606 shares; 2025Q3: 6,201 shares; 2025Q4: 6,145 shares; 2026Q1: 6,503 shares; 2026Q2: 7,115 shares 7,115 $2.58M 0.62% +612 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: 4,505 shares; 2024Q4: 4,392 shares; 2025Q1: 4,465 shares; 2025Q2: 4,663 shares; 2025Q3: 4,006 shares; 2025Q4: 4,266 shares; 2026Q1: 4,450 shares; 2026Q2: 4,558 shares 4,558 $2.57M 0.62% +108 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 8,006 shares; 2026Q2: 9,919 shares 9,919 $2.52M 0.6% +1,913 Timeline XLV 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: 22,300 shares; 2024Q4: 22,108 shares; 2025Q1: 18,777 shares; 2025Q2: 16,289 shares; 2025Q3: 15,684 shares; 2025Q4: 15,841 shares; 2026Q1: 15,818 shares; 2026Q2: 15,760 shares 15,760 $2.5M 0.6% -58 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: 2,850 shares; 2024Q4: 2,852 shares; 2025Q1: 2,855 shares; 2025Q2: 2,148 shares; 2025Q3: 2,150 shares; 2025Q4: 2,136 shares; 2026Q1: 2,173 shares; 2026Q2: 2,157 shares 2,157 $2.49M 0.6% -16 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,670 shares; 2024Q4: 3,573 shares; 2025Q1: 3,774 shares; 2025Q2: 3,800 shares; 2025Q3: 3,862 shares; 2025Q4: 4,021 shares; 2026Q1: 4,082 shares; 2026Q2: 4,855 shares 4,855 $2.47M 0.59% +773 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,793 shares; 2024Q4: 29,320 shares; 2025Q1: 29,109 shares; 2025Q2: 28,702 shares; 2025Q3: 30,705 shares; 2025Q4: 31,980 shares; 2026Q1: 27,807 shares; 2026Q2: 28,016 shares 28,016 $2.3M 0.55% +209 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,938 shares; 2024Q4: 6,733 shares; 2025Q1: 6,857 shares; 2025Q2: 7,117 shares; 2025Q3: 7,607 shares; 2025Q4: 8,242 shares; 2026Q1: 20,484 shares; 2026Q2: 19,421 shares 19,421 $2.29M 0.55% -1,063 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,926 shares; 2024Q4: 29,780 shares; 2025Q1: 29,780 shares; 2025Q2: 26,780 shares; 2025Q3: 26,780 shares; 2025Q4: 26,835 shares; 2026Q1: 23,135 shares; 2026Q2: 23,135 shares 23,135 $2.22M 0.53% 0 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: 4,715 shares; 2024Q4: 4,757 shares; 2025Q1: 5,282 shares; 2025Q2: 5,535 shares; 2025Q3: 5,786 shares; 2025Q4: 5,926 shares; 2026Q1: 5,887 shares; 2026Q2: 5,522 shares 5,522 $2.19M 0.53% -365 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,281 shares; 2024Q4: 11,131 shares; 2025Q1: 12,628 shares; 2025Q2: 12,428 shares; 2025Q3: 13,192 shares; 2025Q4: 13,658 shares; 2026Q1: 14,900 shares; 2026Q2: 13,100 shares 13,100 $2.17M 0.52% -1,800 Timeline XLE 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: 24,184 shares; 2024Q4: 21,670 shares; 2025Q1: 21,929 shares; 2025Q2: 22,324 shares; 2025Q3: 22,989 shares; 2025Q4: 46,931 shares; 2026Q1: 39,188 shares; 2026Q2: 40,484 shares 40,484 $2.15M 0.52% +1,296 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,154 shares; 2024Q4: 6,814 shares; 2025Q1: 6,948 shares; 2025Q2: 6,782 shares; 2025Q3: 7,117 shares; 2025Q4: 7,369 shares; 2026Q1: 7,553 shares; 2026Q2: 7,891 shares 7,891 $2.13M 0.51% +338 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,686 shares; 2024Q4: 6,870 shares; 2025Q1: 6,886 shares; 2025Q2: 5,640 shares; 2025Q3: 5,736 shares; 2025Q4: 5,830 shares; 2026Q1: 34,960 shares; 2026Q2: 35,658 shares 35,658 $2.03M 0.49% +698 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: 9,239 shares; 2024Q4: 9,076 shares; 2025Q1: 9,824 shares; 2025Q2: 9,965 shares; 2025Q3: 10,766 shares; 2025Q4: 10,264 shares; 2026Q1: 9,653 shares; 2026Q2: 10,818 shares 10,818 $2M 0.48% +1,165 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: 2,475 shares; 2024Q4: 2,377 shares; 2025Q1: 2,100 shares; 2025Q2: 1,868 shares; 2025Q3: 1,923 shares; 2025Q4: 20,168 shares; 2026Q1: 21,255 shares; 2026Q2: 27,594 shares 27,594 $1.97M 0.47% +6,339 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,446 shares; 2024Q4: 7,664 shares; 2025Q1: 7,057 shares; 2025Q2: 7,072 shares; 2025Q3: 7,177 shares; 2025Q4: 7,275 shares; 2026Q1: 7,466 shares; 2026Q2: 7,745 shares 7,745 $1.97M 0.47% +279 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,384 shares; 2024Q4: 6,361 shares; 2025Q1: 6,632 shares; 2025Q2: 6,722 shares; 2025Q3: 7,021 shares; 2025Q4: 6,930 shares; 2026Q1: 7,058 shares; 2026Q2: 6,943 shares 6,943 $1.95M 0.47% -115 Timeline XLC 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: 22,430 shares; 2024Q4: 20,162 shares; 2025Q1: 19,525 shares; 2025Q2: 19,192 shares; 2025Q3: 16,109 shares; 2025Q4: 16,312 shares; 2026Q1: 16,632 shares; 2026Q2: 17,282 shares 17,282 $1.85M 0.44% +650 Timeline FTEC 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: 14,838 shares; 2024Q4: 13,934 shares; 2025Q1: 14,132 shares; 2025Q2: 6,913 shares; 2025Q3: 6,260 shares; 2025Q4: 6,463 shares; 2026Q1: 6,422 shares; 2026Q2: 6,471 shares 6,471 $1.85M 0.44% +49 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA 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: 239 shares; 2026Q2: 1,487 shares 1,487 $1.75M 0.42% +1,248 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,831 shares; 2024Q4: 7,623 shares; 2025Q1: 8,007 shares; 2025Q2: 6,769 shares; 2025Q3: 7,020 shares; 2025Q4: 7,161 shares; 2026Q1: 7,231 shares; 2026Q2: 7,688 shares 7,688 $1.7M 0.41% +457 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,307 shares; 2024Q4: 12,793 shares; 2025Q1: 11,099 shares; 2025Q2: 6,945 shares; 2025Q3: 6,963 shares; 2025Q4: 6,998 shares; 2026Q1: 7,034 shares; 2026Q2: 10,065 shares 10,065 $1.65M 0.4% +3,031 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: 3,633 shares; 2026Q1: 4,249 shares; 2026Q2: 5,371 shares 5,371 $1.6M 0.38% +1,122 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,795 shares; 2024Q4: 3,749 shares; 2025Q1: 4,098 shares; 2025Q2: 4,272 shares; 2025Q3: 5,103 shares; 2025Q4: 5,380 shares; 2026Q1: 5,412 shares; 2026Q2: 5,509 shares 5,509 $1.53M 0.37% +97 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,310 shares; 2024Q4: 6,261 shares; 2025Q1: 6,566 shares; 2025Q2: 6,609 shares; 2025Q3: 6,642 shares; 2025Q4: 7,005 shares; 2026Q1: 7,237 shares; 2026Q2: 7,202 shares 7,202 $1.49M 0.36% -35 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 1,982 shares; 2025Q1: 1,997 shares; 2025Q2: 1,611 shares; 2025Q3: 1,664 shares; 2025Q4: 1,685 shares; 2026Q1: 1,627 shares; 2026Q2: 1,576 shares 1,576 $1.47M 0.35% -51 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: 2,515 shares; 2024Q4: 2,500 shares; 2025Q1: 2,705 shares; 2025Q2: 2,261 shares; 2025Q3: 1,952 shares; 2025Q4: 1,956 shares; 2026Q1: 1,985 shares; 2026Q2: 1,973 shares 1,973 $1.47M 0.35% -12 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,129 shares; 2024Q4: 16,947 shares; 2025Q1: 17,311 shares; 2025Q2: 15,920 shares; 2025Q3: 16,273 shares; 2025Q4: 15,652 shares; 2026Q1: 15,795 shares; 2026Q2: 14,930 shares 14,930 $1.43M 0.34% -865 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,736 shares; 2024Q4: 12,386 shares; 2025Q1: 13,202 shares; 2025Q2: 13,295 shares; 2025Q3: 14,099 shares; 2025Q4: 14,252 shares; 2026Q1: 14,840 shares; 2026Q2: 13,649 shares 13,649 $1.42M 0.34% -1,191 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,788 shares; 2024Q4: 2,655 shares; 2025Q1: 2,655 shares; 2025Q2: 7,539 shares; 2025Q3: 8,076 shares; 2025Q4: 8,080 shares; 2026Q1: 8,270 shares; 2026Q2: 9,353 shares 9,353 $1.42M 0.34% +1,083 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,359 shares; 2024Q4: 7,077 shares; 2025Q1: 7,681 shares; 2025Q2: 7,703 shares; 2025Q3: 7,883 shares; 2025Q4: 7,807 shares; 2026Q1: 9,749 shares; 2026Q2: 9,439 shares 9,439 $1.38M 0.33% -310 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: 6,164 shares; 2024Q4: 5,283 shares; 2025Q1: 5,132 shares; 2025Q2: 3,893 shares; 2025Q3: 3,907 shares; 2025Q4: 3,917 shares; 2026Q1: 3,924 shares; 2026Q2: 3,863 shares 3,863 $1.36M 0.33% -61 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,913 shares; 2024Q4: 2,295 shares; 2025Q1: 2,252 shares; 2025Q2: 2,290 shares; 2025Q3: 2,412 shares; 2025Q4: 2,470 shares; 2026Q1: 1,780 shares; 2026Q2: 1,770 shares 1,770 $1.34M 0.32% -10 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,487 shares; 2024Q4: 2,399 shares; 2025Q1: 2,439 shares; 2025Q2: 2,506 shares; 2025Q3: 2,693 shares; 2025Q4: 2,714 shares; 2026Q1: 2,800 shares; 2026Q2: 2,910 shares 2,910 $1.33M 0.32% +110 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: 4,042 shares; 2024Q4: 4,048 shares; 2025Q1: 3,284 shares; 2025Q2: 2,981 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 3,365 shares; 2026Q2: 3,566 shares 3,566 $1.32M 0.32% +201 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,220 shares; 2024Q4: 9,968 shares; 2025Q1: 8,930 shares; 2025Q2: 5,987 shares; 2025Q3: 6,172 shares; 2025Q4: 6,284 shares; 2026Q1: 6,095 shares; 2026Q2: 6,096 shares 6,096 $1.32M 0.32% +1 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,463 shares; 2024Q4: 43,670 shares; 2025Q1: 40,922 shares; 2025Q2: 41,175 shares; 2025Q3: 39,891 shares; 2025Q4: 35,651 shares; 2026Q1: 35,884 shares; 2026Q2: 30,459 shares 30,459 $1.29M 0.31% -5,425 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,655 shares; 2024Q4: 1,584 shares; 2025Q1: 1,696 shares; 2025Q2: 1,778 shares; 2025Q3: 1,883 shares; 2025Q4: 9,650 shares; 2026Q1: 9,999 shares; 2026Q2: 12,701 shares 12,701 $1.26M 0.3% +2,702 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 12,396 shares 12,396 $1.24M 0.3% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,654 shares; 2024Q4: 3,620 shares; 2025Q1: 3,850 shares; 2025Q2: 3,893 shares; 2025Q3: 4,166 shares; 2025Q4: 4,246 shares; 2026Q1: 4,361 shares; 2026Q2: 4,591 shares 4,591 $1.24M 0.3% +230 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,588 shares; 2024Q4: 26,202 shares; 2025Q1: 24,157 shares; 2025Q2: 17,750 shares; 2025Q3: 33,186 shares; 2025Q4: 33,471 shares; 2026Q1: 16,591 shares; 2026Q2: 16,946 shares 16,946 $1.22M 0.29% +355 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: 7,282 shares; 2024Q4: 5,699 shares; 2025Q1: 5,551 shares; 2025Q2: 5,353 shares; 2025Q3: 4,592 shares; 2025Q4: 4,599 shares; 2026Q1: 4,640 shares; 2026Q2: 5,024 shares 5,024 $1.22M 0.29% +384 Timeline FCOM 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: 22,883 shares; 2024Q4: 22,283 shares; 2025Q1: 22,568 shares; 2025Q2: 19,458 shares; 2025Q3: 16,894 shares; 2025Q4: 17,227 shares; 2026Q1: 17,176 shares; 2026Q2: 17,495 shares 17,495 $1.22M 0.29% +319 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,717 shares; 2024Q4: 8,055 shares; 2025Q1: 8,507 shares; 2025Q2: 8,623 shares; 2025Q3: 9,172 shares; 2025Q4: 9,238 shares; 2026Q1: 8,533 shares; 2026Q2: 10,198 shares 10,198 $1.2M 0.29% +1,665 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 7,756 shares 7,756 $1.2M 0.29% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,219 shares; 2024Q4: 4,184 shares; 2025Q1: 4,498 shares; 2025Q2: 4,602 shares; 2025Q3: 4,885 shares; 2025Q4: 5,076 shares; 2026Q1: 5,118 shares; 2026Q2: 5,012 shares 5,012 $1.15M 0.28% -106 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,419 shares; 2024Q4: 8,350 shares; 2025Q1: 8,479 shares; 2025Q2: 5,805 shares; 2025Q3: 6,164 shares; 2025Q4: 6,161 shares; 2026Q1: 6,519 shares; 2026Q2: 9,041 shares 9,041 $1.14M 0.27% +2,522 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 5,057 shares 5,057 $1.13M 0.27% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 5,057 shares 5,057 $1.12M 0.27% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,109 shares; 2024Q4: 24,840 shares; 2025Q1: 6,789 shares; 2025Q2: 6,307 shares; 2025Q3: 6,240 shares; 2025Q4: 6,164 shares; 2026Q1: 6,052 shares; 2026Q2: 5,763 shares 5,763 $1.09M 0.26% -289 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: 5,317 shares; 2024Q4: 5,308 shares; 2025Q1: 3,899 shares; 2025Q2: 1,570 shares; 2025Q3: 1,521 shares; 2025Q4: 1,509 shares; 2026Q1: 1,518 shares; 2026Q2: 1,482 shares 1,482 $1.09M 0.26% -36 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,913 shares; 2024Q4: 5,308 shares; 2025Q1: 5,004 shares; 2025Q2: 3,260 shares; 2025Q3: 3,226 shares; 2025Q4: 3,203 shares; 2026Q1: 3,204 shares; 2026Q2: 3,051 shares 3,051 $1.08M 0.26% -153 Timeline VNLA 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: 24,189 shares; 2024Q4: 24,214 shares; 2025Q1: 21,050 shares; 2025Q2: 21,006 shares; 2025Q3: 21,263 shares; 2025Q4: 21,600 shares; 2026Q1: 21,765 shares; 2026Q2: 21,729 shares 21,729 $1.06M 0.25% -36 Timeline FENY 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: 45,412 shares; 2024Q4: 44,830 shares; 2025Q1: 46,831 shares; 2025Q2: 45,532 shares; 2025Q3: 45,849 shares; 2025Q4: 45,175 shares; 2026Q1: 35,454 shares; 2026Q2: 35,794 shares 35,794 $1.06M 0.25% +340 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: 2,730 shares; 2024Q4: 2,362 shares; 2025Q1: 2,469 shares; 2025Q2: 2,410 shares; 2025Q3: 2,496 shares; 2025Q4: 2,503 shares; 2026Q1: 2,460 shares; 2026Q2: 1,999 shares 1,999 $1.03M 0.25% -461 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,539 shares; 2024Q4: 10,549 shares; 2025Q1: 10,455 shares; 2025Q2: 10,606 shares; 2025Q3: 11,150 shares; 2025Q4: 11,315 shares; 2026Q1: 10,520 shares; 2026Q2: 10,983 shares 10,983 $997K 0.24% +463 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,331 shares; 2025Q2: 5,245 shares; 2025Q3: 5,832 shares; 2025Q4: 6,186 shares; 2026Q1: 6,916 shares; 2026Q2: 6,739 shares 6,739 $988K 0.24% -177 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,895 shares; 2024Q4: 5,086 shares; 2025Q1: 5,347 shares; 2025Q2: 5,452 shares; 2025Q3: 5,885 shares; 2025Q4: 5,818 shares; 2026Q1: 5,946 shares; 2026Q2: 5,773 shares 5,773 $976K 0.23% -173 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,042 shares; 2024Q4: 71,422 shares; 2025Q1: 65,853 shares; 2025Q2: 63,527 shares; 2025Q3: 18,178 shares; 2025Q4: 17,438 shares; 2026Q1: 19,361 shares; 2026Q2: 19,361 shares 19,361 $972K 0.23% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,834 shares; 2025Q1: 2,030 shares; 2025Q2: 2,159 shares; 2025Q3: 2,470 shares; 2025Q4: 2,523 shares; 2026Q1: 2,450 shares; 2026Q2: 2,371 shares 2,371 $966K 0.23% -79 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,211 shares; 2025Q3: 20,351 shares; 2025Q4: 20,121 shares; 2026Q1: 20,261 shares; 2026Q2: 20,309 shares 20,309 $965K 0.23% +48 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,208 shares; 2024Q4: 25,208 shares; 2025Q1: 25,208 shares; 2025Q2: 25,208 shares; 2025Q3: 25,208 shares; 2025Q4: 25,208 shares; 2026Q1: 25,208 shares; 2026Q2: 25,208 shares 25,208 $964K 0.23% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,574 shares; 2024Q4: 20,679 shares; 2025Q1: 23,395 shares; 2025Q2: 24,824 shares; 2025Q3: 30,216 shares; 2025Q4: 31,252 shares; 2026Q1: 31,286 shares; 2026Q2: 20,640 shares 20,640 $960K 0.23% -10,646 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,699 shares; 2024Q4: 4,421 shares; 2025Q1: 4,374 shares; 2025Q2: 4,767 shares; 2025Q3: 5,130 shares; 2025Q4: 5,184 shares; 2026Q1: 5,383 shares; 2026Q2: 5,715 shares 5,715 $959K 0.23% +332 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,147 shares; 2024Q4: 14,293 shares; 2025Q1: 16,391 shares; 2025Q2: 16,099 shares; 2025Q3: 19,254 shares; 2025Q4: 17,832 shares; 2026Q1: 18,618 shares; 2026Q2: 18,838 shares 18,838 $953K 0.23% +220 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,868 shares; 2024Q4: 13,905 shares; 2025Q1: 15,883 shares; 2025Q2: 15,994 shares; 2025Q3: 19,124 shares; 2025Q4: 17,408 shares; 2026Q1: 17,904 shares; 2026Q2: 18,365 shares 18,365 $943K 0.23% +461 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,898 shares; 2024Q4: 11,790 shares; 2025Q1: 12,096 shares; 2025Q2: 12,201 shares; 2025Q3: 12,438 shares; 2025Q4: 12,984 shares; 2026Q1: 13,445 shares; 2026Q2: 11,480 shares 11,480 $932K 0.22% -1,965 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,266 shares; 2024Q4: 22,075 shares; 2025Q1: 22,972 shares; 2025Q2: 22,262 shares; 2025Q3: 22,268 shares; 2025Q4: 22,674 shares; 2026Q1: 20,853 shares; 2026Q2: 18,438 shares 18,438 $919K 0.22% -2,415 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,910 shares; 2024Q4: 9,846 shares; 2025Q1: 10,608 shares; 2025Q2: 10,087 shares; 2025Q3: 10,747 shares; 2025Q4: 11,076 shares; 2026Q1: 10,445 shares; 2026Q2: 9,321 shares 9,321 $917K 0.22% -1,124 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,177 shares; 2024Q4: 15,374 shares; 2025Q1: 6,381 shares; 2025Q2: 5,867 shares; 2025Q3: 5,382 shares; 2025Q4: 4,546 shares; 2026Q1: 7,093 shares; 2026Q2: 6,356 shares 6,356 $861K 0.21% -737 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 12,878 shares; 2026Q2: 14,180 shares 14,180 $853K 0.2% +1,302 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 5,099 shares; 2026Q2: 5,239 shares 5,239 $831K 0.2% +140 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,351 shares; 2024Q4: 5,478 shares; 2025Q1: 5,317 shares; 2025Q2: 5,287 shares; 2025Q3: 5,333 shares; 2025Q4: 5,446 shares; 2026Q1: 5,396 shares; 2026Q2: 14,133 shares 14,133 $814K 0.2% +8,737 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: 4,846 shares; 2024Q4: 3,680 shares; 2025Q1: 3,737 shares; 2025Q2: 3,882 shares; 2025Q3: 3,537 shares; 2025Q4: 3,679 shares; 2026Q1: 3,994 shares; 2026Q2: 4,259 shares 4,259 $789K 0.19% +265 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: 37,084 shares; 2024Q4: 30,091 shares; 2025Q1: 27,822 shares; 2025Q2: 17,046 shares; 2025Q3: 16,534 shares; 2025Q4: 16,194 shares; 2026Q1: 16,135 shares; 2026Q2: 14,407 shares 14,407 $772K 0.19% -1,728 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: 4,529 shares; 2024Q4: 4,552 shares; 2025Q1: 3,932 shares; 2025Q2: 3,314 shares; 2025Q3: 3,327 shares; 2025Q4: 3,342 shares; 2026Q1: 3,354 shares; 2026Q2: 3,366 shares 3,366 $764K 0.18% +12 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 10,974 shares; 2026Q2: 11,345 shares 11,345 $764K 0.18% +371 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC 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: 5,514 shares; 2026Q2: 4,026 shares 4,026 $763K 0.18% -1,488 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,925 shares; 2024Q4: 179,855 shares; 2025Q1: 183,794 shares; 2025Q2: 185,045 shares; 2025Q3: 184,350 shares; 2025Q4: 185,421 shares; 2026Q1: 14,643 shares; 2026Q2: 14,768 shares 14,768 $732K 0.18% +125 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: 10,795 shares; 2024Q4: 9,670 shares; 2025Q1: 9,670 shares; 2025Q2: 9,670 shares; 2025Q3: 9,670 shares; 2025Q4: 9,670 shares; 2026Q1: 9,670 shares; 2026Q2: 9,670 shares 9,670 $730K 0.17% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,496 shares; 2024Q4: 12,406 shares; 2025Q1: 12,686 shares; 2025Q2: 12,711 shares; 2025Q3: 12,804 shares; 2025Q4: 12,959 shares; 2026Q1: 13,239 shares; 2026Q2: 9,338 shares 9,338 $724K 0.17% -3,901 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,253 shares; 2024Q4: 6,215 shares; 2025Q1: 6,675 shares; 2025Q2: 6,678 shares; 2025Q3: 6,909 shares; 2025Q4: 7,063 shares; 2026Q1: 7,225 shares; 2026Q2: 9,202 shares 9,202 $720K 0.17% +1,977 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 5,142 shares 5,142 $697K 0.17% new Timeline ROBT 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: 49,452 shares; 2024Q4: 48,118 shares; 2025Q1: 49,666 shares; 2025Q2: 8,915 shares; 2025Q3: 8,230 shares; 2025Q4: 10,158 shares; 2026Q1: 11,052 shares; 2026Q2: 12,112 shares 12,112 $681K 0.16% +1,060 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,659 shares; 2024Q4: 4,678 shares; 2025Q1: 4,728 shares; 2025Q2: 4,744 shares; 2025Q3: 4,549 shares; 2025Q4: 4,571 shares; 2026Q1: 4,583 shares; 2026Q2: 4,540 shares 4,540 $671K 0.16% -43 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,431 shares; 2024Q4: 13,235 shares; 2025Q1: 9,890 shares; 2025Q2: 8,676 shares; 2025Q3: 8,676 shares; 2025Q4: 8,679 shares; 2026Q1: 8,679 shares; 2026Q2: 8,681 shares 8,681 $651K 0.16% +2 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,271 shares; 2024Q4: 8,302 shares; 2025Q1: 8,150 shares; 2025Q2: 6,777 shares; 2025Q3: 6,720 shares; 2025Q4: 6,737 shares; 2026Q1: 6,753 shares; 2026Q2: 4,698 shares 4,698 $642K 0.15% -2,055 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,900 shares; 2025Q2: 9,089 shares; 2025Q3: 10,107 shares; 2025Q4: 10,714 shares; 2026Q1: 11,123 shares; 2026Q2: 11,504 shares 11,504 $639K 0.15% +381 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: 46,247 shares; 2024Q4: 55,407 shares; 2025Q1: 57,420 shares; 2025Q2: 5,500 shares; 2025Q3: 4,415 shares; 2025Q4: 4,240 shares; 2026Q1: 4,158 shares; 2026Q2: 4,231 shares 4,231 $628K 0.15% +73 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 9,713 shares; 2026Q1: 10,186 shares; 2026Q2: 8,024 shares 8,024 $624K 0.15% -2,162 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,995 shares; 2024Q4: 4,802 shares; 2025Q1: 4,825 shares; 2025Q2: 2,386 shares; 2025Q3: 2,384 shares; 2025Q4: 2,566 shares; 2026Q1: 2,466 shares; 2026Q2: 2,458 shares 2,458 $618K 0.15% -8 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: 7,606 shares; 2024Q4: 6,234 shares; 2025Q1: 6,234 shares; 2025Q2: 6,240 shares; 2025Q3: 6,142 shares; 2025Q4: 6,148 shares; 2026Q1: 6,139 shares; 2026Q2: 6,137 shares 6,137 $593K 0.14% -2 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,824 shares; 2025Q2: 28,639 shares; 2025Q3: 29,581 shares; 2025Q4: 26,098 shares; 2026Q1: 26,516 shares; 2026Q2: 17,382 shares 17,382 $590K 0.14% -9,134 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,270 shares; 2024Q4: 11,649 shares; 2025Q1: 14,143 shares; 2025Q2: 14,315 shares; 2025Q3: 16,313 shares; 2025Q4: 17,092 shares; 2026Q1: 18,200 shares; 2026Q2: 19,588 shares 19,588 $574K 0.14% +1,388 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,726 shares; 2024Q4: 4,771 shares; 2025Q1: 4,586 shares; 2025Q2: 3,605 shares; 2025Q3: 3,414 shares; 2025Q4: 3,460 shares; 2026Q1: 3,727 shares; 2026Q2: 4,097 shares 4,097 $573K 0.14% +370 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES 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: 1,876 shares; 2026Q2: 1,910 shares 1,910 $555K 0.13% +34 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP 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: 1,592 shares; 2026Q1: 1,624 shares; 2026Q2: 1,744 shares 1,744 $554K 0.13% +120 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,719 shares; 2024Q4: 1,721 shares; 2025Q1: 1,842 shares; 2025Q2: 1,810 shares; 2025Q3: 1,919 shares; 2025Q4: 1,727 shares; 2026Q1: 1,981 shares; 2026Q2: 1,888 shares 1,888 $553K 0.13% -93 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 8,723 shares; 2025Q4: 14,302 shares; 2026Q1: not reported; 2026Q2: 16,408 shares 16,408 $546K 0.13% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,733 shares; 2024Q4: 6,797 shares; 2025Q1: 6,819 shares; 2025Q2: 6,851 shares; 2025Q3: 6,872 shares; 2025Q4: 7,207 shares; 2026Q1: 7,229 shares; 2026Q2: 7,248 shares 7,248 $521K 0.12% +19 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: 2,713 shares; 2024Q4: 2,862 shares; 2025Q1: 2,948 shares; 2025Q2: 1,045 shares; 2025Q3: 1,243 shares; 2025Q4: 1,255 shares; 2026Q1: 1,185 shares; 2026Q2: 1,210 shares 1,210 $509K 0.12% +25 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,615 shares; 2024Q4: 4,643 shares; 2025Q1: 4,538 shares; 2025Q2: 4,627 shares; 2025Q3: 4,448 shares; 2025Q4: 4,451 shares; 2026Q1: 4,282 shares; 2026Q2: 4,023 shares 4,023 $508K 0.12% -259 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,186 shares; 2024Q4: 2,088 shares; 2025Q1: 2,155 shares; 2025Q2: 2,227 shares; 2025Q3: 2,428 shares; 2025Q4: 2,416 shares; 2026Q1: 2,502 shares; 2026Q2: 2,669 shares 2,669 $504K 0.12% +167 Timeline VO 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: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 1,397 shares; 2025Q3: 1,476 shares; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares; 2026Q2: 5,893 shares 5,893 $475K 0.11% +4,420 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,584 shares; 2025Q3: 4,698 shares; 2025Q4: 4,520 shares; 2026Q1: 4,627 shares; 2026Q2: 4,758 shares 4,758 $472K 0.11% +131 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,616 shares; 2024Q4: 4,619 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $463K 0.11% 0 Timeline XLY 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: 3,326 shares; 2024Q4: 3,315 shares; 2025Q1: 3,294 shares; 2025Q2: 2,078 shares; 2025Q3: 2,006 shares; 2025Q4: 4,022 shares; 2026Q1: 4,028 shares; 2026Q2: 3,928 shares 3,928 $461K 0.11% -100 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,150 shares; 2025Q2: 28,934 shares; 2025Q3: 30,241 shares; 2025Q4: 30,771 shares; 2026Q1: 26,977 shares; 2026Q2: 17,855 shares 17,855 $453K 0.11% -9,122 Timeline JEPI 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: 10,432 shares; 2024Q4: 9,214 shares; 2025Q1: 7,185 shares; 2025Q2: 5,526 shares; 2025Q3: 5,857 shares; 2025Q4: 6,066 shares; 2026Q1: 6,283 shares; 2026Q2: 6,825 shares 6,825 $385K 0.09% +542 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,555 shares; 2024Q4: 35,294 shares; 2025Q1: 30,586 shares; 2025Q2: 12,049 shares; 2025Q3: 11,841 shares; 2025Q4: 13,581 shares; 2026Q1: 13,064 shares; 2026Q2: 13,146 shares 13,146 $356K 0.09% +82 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: 702 shares; 2025Q1: 702 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 717 shares; 2026Q1: 717 shares; 2026Q2: 718 shares 718 $353K 0.08% +1 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: 2,596 shares; 2024Q4: 2,051 shares; 2025Q1: 1,969 shares; 2025Q2: 1,977 shares; 2025Q3: 1,984 shares; 2025Q4: 1,991 shares; 2026Q1: 1,997 shares; 2026Q2: 1,706 shares 1,706 $341K 0.08% -291 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,305 shares; 2024Q4: 1,240 shares; 2025Q1: 1,361 shares; 2025Q2: 970 shares; 2025Q3: 972 shares; 2025Q4: 973 shares; 2026Q1: 974 shares; 2026Q2: 975 shares 975 $330K 0.08% +1 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 1,014 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 939 shares; 2026Q2: 939 shares 939 $323K 0.08% 0 Timeline JPST 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: 6,955 shares; 2024Q4: 6,993 shares; 2025Q1: 6,209 shares; 2025Q2: 6,245 shares; 2025Q3: 6,281 shares; 2025Q4: 6,316 shares; 2026Q1: 6,351 shares; 2026Q2: 6,384 shares 6,384 $323K 0.08% +33 Timeline SDY 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: 3,198 shares; 2024Q4: 2,998 shares; 2025Q1: 3,004 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 2,012 shares; 2026Q1: 2,016 shares; 2026Q2: 2,116 shares 2,116 $322K 0.08% +100 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,106 shares; 2024Q4: 1,428 shares; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,339 shares; 2025Q4: 1,348 shares; 2026Q1: 1,353 shares; 2026Q2: 1,325 shares 1,325 $313K 0.08% -28 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS 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: 2,858 shares; 2025Q4: 2,868 shares; 2026Q1: 2,919 shares; 2026Q2: 2,882 shares 2,882 $310K 0.07% -37 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: 4,062 shares; 2024Q4: 3,077 shares; 2025Q1: 3,077 shares; 2025Q2: 3,102 shares; 2025Q3: 2,897 shares; 2025Q4: 2,923 shares; 2026Q1: 2,923 shares; 2026Q2: 2,946 shares 2,946 $306K 0.07% +23 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: 1,392 shares; 2025Q4: 1,424 shares; 2026Q1: 1,430 shares; 2026Q2: 1,435 shares 1,435 $300K 0.07% +5 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 406 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 391 shares 391 $298K 0.07% new 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: 779 shares; 2024Q4: 769 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $295K 0.07% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,254 shares; 2024Q4: 1,254 shares; 2025Q1: 1,254 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,254 shares; 2026Q1: 1,254 shares; 2026Q2: 1,254 shares 1,254 $280K 0.07% 0 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: 18,855 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,003 shares 2,003 $280K 0.07% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE 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: 731 shares; 2025Q4: 732 shares; 2026Q1: 732 shares; 2026Q2: 733 shares 733 $274K 0.07% +1 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,924 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,938 shares; 2025Q3: 2,644 shares; 2025Q4: 2,649 shares; 2026Q1: 2,849 shares; 2026Q2: 2,854 shares 2,854 $272K 0.07% +5 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,255 shares; 2024Q4: 1,149 shares; 2025Q1: 1,157 shares; 2025Q2: 1,168 shares; 2025Q3: 1,173 shares; 2025Q4: 1,175 shares; 2026Q1: 1,077 shares; 2026Q2: 1,084 shares 1,084 $243K 0.06% +7 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 1,879 shares; 2026Q1: 1,811 shares; 2026Q2: 1,740 shares 1,740 $235K 0.06% -71 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 1,914 shares 1,914 $234K 0.06% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,607 shares; 2024Q4: 5,559 shares; 2025Q1: 5,462 shares; 2025Q2: 4,549 shares; 2025Q3: 4,585 shares; 2025Q4: 4,623 shares; 2026Q1: 4,460 shares; 2026Q2: 4,496 shares 4,496 $233K 0.06% +36 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 3,183 shares; 2026Q2: 4,296 shares 4,296 $230K 0.06% +1,113 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,581 shares; 2024Q4: 1,513 shares; 2025Q1: 1,438 shares; 2025Q2: 1,361 shares; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares; 2026Q1: 1,175 shares; 2026Q2: 1,175 shares 1,175 $223K 0.05% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 1,042 shares 1,042 $221K 0.05% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,051 shares; 2025Q4: 971 shares; 2026Q1: 971 shares; 2026Q2: 972 shares 972 $213K 0.05% +1 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL 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: not reported; 2026Q2: 1,149 shares 1,149 $213K 0.05% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,460 shares; 2024Q4: 8,736 shares; 2025Q1: 9,736 shares; 2025Q2: 8,436 shares; 2025Q3: 8,436 shares; 2025Q4: 8,684 shares; 2026Q1: 8,684 shares; 2026Q2: 8,684 shares 8,684 $212K 0.05% 0 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: 1,032 shares; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 476 shares; 2025Q3: 407 shares; 2025Q4: 405 shares; 2026Q1: 455 shares; 2026Q2: 2,457 shares 2,457 $212K 0.05% +2,002 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,045 shares; 2024Q4: 3,024 shares; 2025Q1: 2,940 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,709 shares; 2026Q2: 1,624 shares 1,624 $209K 0.05% -85 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,477 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,479 shares; 2026Q2: 3,283 shares 3,283 $206K 0.05% -196 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,204 shares; 2025Q1: 9,272 shares; 2025Q2: 9,335 shares; 2025Q3: 9,647 shares; 2025Q4: 9,713 shares; 2026Q1: 9,777 shares; 2026Q2: 9,841 shares 9,841 $204K 0.05% +64 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: 236 shares; 2024Q4: 236 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 242 shares 242 $159K 0.04% +10 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: 10,220 shares; 2024Q4: 10,134 shares; 2025Q1: 6,742 shares; 2025Q2: 771 shares; 2025Q3: 640 shares; 2025Q4: 1,042 shares; 2026Q1: 643 shares; 2026Q2: 742 shares 742 $158K 0.04% +99 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,836 shares; 2024Q4: 4,170 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,831 shares 2,831 $152K 0.04% new 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: 1,600 shares; 2024Q4: 1,159 shares; 2025Q1: 1,044 shares; 2025Q2: 879 shares; 2025Q3: 763 shares; 2025Q4: 770 shares; 2026Q1: 773 shares; 2026Q2: 688 shares 688 $150K 0.04% -85 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,605 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,153 shares; 2025Q3: 2,171 shares; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares; 2026Q2: 2,175 shares 2,175 $149K 0.04% +1 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,567 shares; 2024Q4: 8,632 shares; 2025Q1: 8,197 shares; 2025Q2: 8,263 shares; 2025Q3: 8,330 shares; 2025Q4: 8,398 shares; 2026Q1: 8,465 shares; 2026Q2: 8,534 shares 8,534 $148K 0.04% +69 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 1,838 shares; 2025Q1: 1,838 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,838 shares; 2026Q1: 1,838 shares; 2026Q2: 1,838 shares 1,838 $147K 0.04% 0 Timeline XLP 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: 11,712 shares; 2024Q4: 10,197 shares; 2025Q1: 6,398 shares; 2025Q2: 1,733 shares; 2025Q3: 1,740 shares; 2025Q4: 1,750 shares; 2026Q1: 1,756 shares; 2026Q2: 1,763 shares 1,763 $146K 0.04% +7 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,423 shares; 2024Q4: 1,796 shares; 2025Q1: 1,798 shares; 2025Q2: 1,423 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 1,430 shares 1,430 $138K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,351 shares; 2024Q4: 1,010 shares; 2025Q1: 1,244 shares; 2025Q2: 604 shares; 2025Q3: 607 shares; 2025Q4: 610 shares; 2026Q1: 612 shares; 2026Q2: 614 shares 614 $136K 0.03% +2 Timeline VHT 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: 610 shares; 2024Q4: 605 shares; 2025Q1: 607 shares; 2025Q2: 510 shares; 2025Q3: 511 shares; 2025Q4: 452 shares; 2026Q1: 453 shares; 2026Q2: 453 shares 453 $136K 0.03% 0 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: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $135K 0.03% 0 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: 666 shares; 2024Q4: 916 shares; 2025Q1: 991 shares; 2025Q2: 809 shares; 2025Q3: 820 shares; 2025Q4: 822 shares; 2026Q1: 811 shares; 2026Q2: 812 shares 812 $128K 0.03% +1 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,239 shares; 2024Q4: 41,939 shares; 2025Q1: 27,933 shares; 2025Q2: 1,877 shares; 2025Q3: 1,685 shares; 2025Q4: 1,686 shares; 2026Q1: 1,693 shares; 2026Q2: 1,693 shares 1,693 $128K 0.03% 0 Timeline FXU 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: 5,096 shares; 2024Q4: 5,049 shares; 2025Q1: 2,530 shares; 2025Q2: 2,542 shares; 2025Q3: 2,557 shares; 2025Q4: 2,577 shares; 2026Q1: 2,589 shares; 2026Q2: 2,600 shares 2,600 $128K 0.03% +11 Timeline GSIE 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: 5,215 shares; 2024Q4: 5,234 shares; 2025Q1: 2,516 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,579 shares; 2026Q1: 2,588 shares; 2026Q2: 2,621 shares 2,621 $120K 0.03% +33 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,461 shares; 2024Q4: 2,461 shares; 2025Q1: 2,332 shares; 2025Q2: 2,333 shares; 2025Q3: 2,334 shares; 2025Q4: 2,240 shares; 2026Q1: 2,241 shares; 2026Q2: 2,242 shares 2,242 $118K 0.03% +1 Timeline CWB 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: 4,255 shares; 2024Q4: 4,275 shares; 2025Q1: 2,827 shares; 2025Q2: 1,380 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares; 2026Q1: 1,088 shares; 2026Q2: 1,088 shares 1,088 $117K 0.03% 0 Timeline XLU 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: 2,344 shares; 2024Q4: 1,036 shares; 2025Q1: 1,067 shares; 2025Q2: 536 shares; 2025Q3: 647 shares; 2025Q4: 1,835 shares; 2026Q1: 2,537 shares; 2026Q2: 2,552 shares 2,552 $116K 0.03% +15 Timeline DWMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,572 shares; 2024Q4: 6,612 shares; 2025Q1: 3,685 shares; 2025Q2: 3,284 shares; 2025Q3: 3,303 shares; 2025Q4: 3,322 shares; 2026Q1: 3,332 shares; 2026Q2: 3,389 shares 3,389 $115K 0.03% +57 Timeline XLB 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: 2,385 shares; 2024Q4: 2,392 shares; 2025Q1: 2,361 shares; 2025Q2: 1,419 shares; 2025Q3: 1,394 shares; 2025Q4: 2,336 shares; 2026Q1: 2,341 shares; 2026Q2: 2,155 shares 2,155 $110K 0.03% -186 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: 1,600 shares; 2024Q4: 1,606 shares; 2025Q1: 1,507 shares; 2025Q2: 360 shares; 2025Q3: 361 shares; 2025Q4: 362 shares; 2026Q1: 362 shares; 2026Q2: 362 shares 362 $109K 0.03% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,511 shares; 2024Q4: 12,097 shares; 2025Q1: 12,797 shares; 2025Q2: 10,848 shares; 2025Q3: 10,030 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,096 shares 11,096 $104K 0.02% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,173 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares; 2026Q1: 2,346 shares; 2026Q2: 2,173 shares 2,173 $92.2K 0.02% -173 Timeline GDX 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: 2,821 shares; 2024Q4: 2,849 shares; 2025Q1: 2,849 shares; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,551 shares; 2026Q1: 1,186 shares; 2026Q2: 1,186 shares 1,186 $89.5K 0.02% 0 Timeline VOO 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: 84 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 115 shares; 2025Q3: 28 shares; 2025Q4: 128 shares; 2026Q1: 30 shares; 2026Q2: 130 shares 130 $89.3K 0.02% +100 Timeline SCHD 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: 678 shares; 2024Q4: 260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,813 shares 2,813 $89.2K 0.02% new Timeline MOAT 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: 845 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 854 shares; 2026Q1: 854 shares; 2026Q2: 854 shares 854 $88.8K 0.02% 0 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: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $88.7K 0.02% 0 Timeline JMST 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: 1,708 shares; 2024Q4: 1,721 shares; 2025Q1: 1,733 shares; 2025Q2: 1,746 shares; 2025Q3: 1,757 shares; 2025Q4: 1,768 shares; 2026Q1: 1,678 shares; 2026Q2: 1,688 shares 1,688 $86.1K 0.02% +10 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,588 shares; 2024Q4: 1,606 shares; 2025Q1: 1,623 shares; 2025Q2: 1,640 shares; 2025Q3: 1,658 shares; 2025Q4: 1,674 shares; 2026Q1: 1,689 shares; 2026Q2: 1,705 shares 1,705 $85.8K 0.02% +16 Timeline GBIL 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: 1,597 shares; 2026Q1: 799 shares; 2026Q2: 799 shares 799 $80K 0.02% 0 Timeline SCHG 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: 457 shares; 2024Q4: 1,827 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,337 shares 2,337 $79.1K 0.02% new Timeline XOP 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $77.1K 0.02% 0 Timeline BIL 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: 201 shares; 2025Q1: 142 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,598 shares; 2026Q1: 799 shares; 2026Q2: 799 shares 799 $73.2K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,203 shares; 2024Q4: 706 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 414 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 415 shares 415 $64.9K 0.02% 0 Timeline VBK 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $64.4K 0.02% 0 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684 shares; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,684 shares; 2026Q2: 1,684 shares 1,684 $64.2K 0.02% 0 Timeline FUTY 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: 1,417 shares; 2024Q4: 920 shares; 2025Q1: 925 shares; 2025Q2: 931 shares; 2025Q3: 1,026 shares; 2025Q4: 1,031 shares; 2026Q1: 1,036 shares; 2026Q2: 1,042 shares 1,042 $60.9K 0.01% +6 Timeline VNQ 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: 668 shares; 2024Q4: 662 shares; 2025Q1: 666 shares; 2025Q2: 669 shares; 2025Q3: 685 shares; 2025Q4: 622 shares; 2026Q1: 614 shares; 2026Q2: 617 shares 617 $59.5K 0.01% +3 Timeline BIZD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,500 shares 4,500 $57K 0.01% +500 Timeline FNCL 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: 1,047 shares; 2024Q4: 1,049 shares; 2025Q1: 732 shares; 2025Q2: 733 shares; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 736 shares; 2026Q2: 737 shares 737 $56.4K 0.01% +1 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 464 shares 464 $55.5K 0.01% +406 Timeline NLR 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: 455 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 470 shares; 2026Q1: 470 shares; 2026Q2: 469 shares 469 $54.4K 0.01% -1 Timeline FELC 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: 1,514 shares; 2024Q4: 1,519 shares; 2025Q1: 1,222 shares; 2025Q2: 1,226 shares; 2025Q3: 1,228 shares; 2025Q4: 1,231 shares; 2026Q1: 1,234 shares; 2026Q2: 1,237 shares 1,237 $51.8K 0.01% +3 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 454 shares 454 $50.1K 0.01% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $47.5K 0.01% 0 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares; 2025Q4: 938 shares; 2026Q1: 938 shares; 2026Q2: 938 shares 938 $47K 0.01% 0 Timeline VIS 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: 125 shares; 2024Q4: 126 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $46.2K 0.01% 0 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: 516 shares; 2024Q4: 523 shares; 2025Q1: 527 shares; 2025Q2: 533 shares; 2025Q3: 539 shares; 2025Q4: 547 shares; 2026Q1: 551 shares; 2026Q2: 557 shares 557 $44K 0.01% +6 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: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $44K 0.01% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 569 shares 569 $43.1K 0.01% new Timeline XLG 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: 2,298 shares; 2024Q4: 2,098 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares; 2026Q2: 690 shares 690 $42.2K 0.01% 0 Timeline VCR 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: 128 shares; 2024Q4: 128 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 103 shares 103 $40.7K 0.01% +1 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $36.6K 0.01% 0 Timeline VOT 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: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $36.5K 0.01% 0 Timeline HYMB 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: 1,421 shares; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares; 2026Q1: 1,421 shares; 2026Q2: 1,421 shares 1,421 $36.1K 0.01% 0 Timeline FSTA 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: 668 shares; 2024Q4: 669 shares; 2025Q1: 682 shares; 2025Q2: 685 shares; 2025Q3: 687 shares; 2025Q4: 679 shares; 2026Q1: 682 shares; 2026Q2: 685 shares 685 $36K 0.01% +3 Timeline PPA 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: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $35.5K 0.01% 0 Timeline SPTS 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: 1,099 shares; 2024Q4: 1,115 shares; 2025Q1: 1,122 shares; 2025Q2: 1,134 shares; 2025Q3: 1,145 shares; 2025Q4: 1,160 shares; 2026Q1: 1,167 shares; 2026Q2: 1,179 shares 1,179 $34.2K 0.01% +12 Timeline FBOT 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: 847 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: 847 shares; 2026Q2: 847 shares 847 $33.5K 0.01% 0 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: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares; 2026Q2: 259 shares 259 $33.1K 0.01% 0 Timeline VOE 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: 227 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 165 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $32.8K 0.01% 0 Timeline FQAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 401 shares 401 $32.6K 0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares; 2026Q2: 126 shares 126 $31.8K 0.01% 0 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: 157 shares; 2024Q4: 159 shares; 2025Q1: 161 shares; 2025Q2: 163 shares; 2025Q3: 312 shares; 2025Q4: 316 shares; 2026Q1: 318 shares; 2026Q2: 322 shares 322 $31.6K 0.01% +4 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 472 shares 472 $31.4K 0.01% +7 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 600 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 607 shares; 2026Q2: 607 shares 607 $30.7K 0.01% 0 Timeline GSLC 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: 201 shares; 2024Q4: 201 shares; 2025Q1: 202 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 203 shares; 2026Q1: 204 shares; 2026Q2: 204 shares 204 $29K 0.01% 0 Timeline RDVY 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: 38,900 shares; 2024Q4: 36,455 shares; 2025Q1: 25,511 shares; 2025Q2: 276 shares; 2025Q3: 277 shares; 2025Q4: 307 shares; 2026Q1: 336 shares; 2026Q2: 336 shares 336 $27.2K 0.01% 0 Timeline PYZ 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: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 213 shares; 2026Q1: 213 shares; 2026Q2: 213 shares 213 $26.7K 0.01% 0 Timeline JMBS 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: 53,177 shares; 2024Q4: 47,627 shares; 2025Q1: 2,830 shares; 2025Q2: 2,494 shares; 2025Q3: 580 shares; 2025Q4: 586 shares; 2026Q1: 586 shares; 2026Q2: 591 shares 591 $26.6K 0.01% +5 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,189 shares; 2024Q4: 4,233 shares; 2025Q1: 2,428 shares; 2025Q2: 394 shares; 2025Q3: 1,223 shares; 2025Q4: 406 shares; 2026Q1: 409 shares; 2026Q2: 814 shares 814 $24.8K 0.01% +405 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: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $24.3K 0.01% 0 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: 645 shares; 2024Q4: 648 shares; 2025Q1: 440 shares; 2025Q2: 442 shares; 2025Q3: 444 shares; 2025Q4: 447 shares; 2026Q1: 449 shares; 2026Q2: 451 shares 451 $24K 0.01% +2 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 201 shares; 2025Q3: 203 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 209 shares 209 $22.8K 0.01% +4 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: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $22.3K 0.01% 0 Timeline SPYV 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 shares; 2025Q4: 43 shares; 2026Q1: 326 shares; 2026Q2: 329 shares 329 $20K <0.01% +3 Timeline SCMB 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: 375 shares; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares 750 $19.4K <0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $19.3K <0.01% 0 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 181 shares 181 $19.1K <0.01% +2 Timeline FV 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: 503 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $19.1K <0.01% 0 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: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $18.8K <0.01% 0 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: 317 shares; 2024Q4: 317 shares; 2025Q1: 318 shares; 2025Q2: 320 shares; 2025Q3: 321 shares; 2025Q4: 322 shares; 2026Q1: 323 shares; 2026Q2: 325 shares 325 $18.7K <0.01% +2 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: 242 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $16K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $15.8K <0.01% 0 Timeline FHLC 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: 198 shares; 2024Q4: 198 shares; 2025Q1: 199 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 201 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $15.6K <0.01% 0 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: 141 shares; 2024Q4: 141 shares; 2025Q1: 144 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 161 shares; 2026Q2: 164 shares 164 $14.4K <0.01% +3 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,056 shares; 2024Q4: 2,056 shares; 2025Q1: 3,056 shares; 2025Q2: 698 shares; 2025Q3: 698 shares; 2025Q4: 698 shares; 2026Q1: 698 shares; 2026Q2: 698 shares 698 $14.3K <0.01% 0 Timeline VFH 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: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $13.6K <0.01% 0 Timeline REI RING ENERGY INC More: the full row for RING ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,552 shares; 2024Q4: 11,552 shares; 2025Q1: 11,552 shares; 2025Q2: 11,552 shares; 2025Q3: 11,552 shares; 2025Q4: 11,552 shares; 2026Q1: 11,552 shares; 2026Q2: 11,552 shares 11,552 $12.5K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $12.3K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares 99 $11.6K <0.01% 0 Timeline SCHV 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: 914 shares; 2024Q4: 2,758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 324 shares 324 $11.3K <0.01% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $11.2K <0.01% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 108 shares 108 $10.7K <0.01% +1 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $10.6K <0.01% 0 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $9.94K <0.01% 0 Timeline VV 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $9.8K <0.01% 0 Timeline RWR 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 81 shares; 2025Q3: 82 shares; 2025Q4: 83 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $9.52K <0.01% 0 Timeline SCHZ 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: 200 shares; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $9.25K <0.01% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 117 shares 117 $8.9K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $8.46K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $8.46K <0.01% 0 Timeline SJNK 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: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 331 shares 331 $8.29K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $8.04K <0.01% 0 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: 278 shares; 2024Q4: 278 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $7.63K <0.01% 0 Timeline SPYG 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: 4,661 shares; 2024Q4: 4,599 shares; 2025Q1: 133 shares; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 48 shares; 2026Q1: 119 shares; 2026Q2: 60 shares 60 $7.14K <0.01% -59 Timeline HAIL 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: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 172 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $6.92K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $6.83K <0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $6.5K <0.01% 0 Timeline IGV 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: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 67 shares 67 $6.07K <0.01% +1 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: 56 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 60 shares 60 $5.63K <0.01% +1 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: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $5.63K <0.01% 0 Timeline VCIT 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 62 shares 62 $5.12K <0.01% -132 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $5.03K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $5.03K <0.01% 0 Timeline SCHF 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: 2,902 shares; 2024Q4: 5,929 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 175 shares 175 $4.86K <0.01% new Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57 shares 57 $4.78K <0.01% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $4.72K <0.01% 0 Timeline FDIS 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: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 45 shares 45 $4.58K <0.01% +1 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $3.98K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 46 shares 46 $3.79K <0.01% +1 Timeline KVLE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $3.77K <0.01% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 211 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $3.51K <0.01% 0 Timeline SCHA 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: 48 shares; 2024Q4: 96 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96 shares 96 $3.47K <0.01% new Timeline MLN 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: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 193 shares 193 $3.43K <0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $3.27K <0.01% 0 Timeline SCHM 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: 27 shares; 2024Q4: 81 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81 shares 81 $2.99K <0.01% new Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $2.77K <0.01% 0 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 653 shares; 2024Q4: 653 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40 shares 40 $2.71K <0.01% new Timeline SCHX 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: 26 shares; 2024Q4: 79 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80 shares 80 $2.35K <0.01% new Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $1.86K <0.01% 0 Timeline FTXL 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $1.72K <0.01% 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $798 <0.01% 0 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $409 <0.01% 0 Timeline