QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 150,873 shares; 2024Q3: 2,461 shares; 2024Q4: 207,154 shares; 2025Q1: 28,992 shares; 2025Q2: 245,094 shares; 2025Q3: 244,648 shares; 2025Q4: 239,991 shares; 2026Q1: 249,841 shares 249,841 $47.9M 21.4% +9,850 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 107,643 shares; 2025Q1: 11,842 shares; 2025Q2: 83,648 shares; 2025Q3: 82,036 shares; 2025Q4: 79,166 shares; 2026Q1: 81,425 shares 81,425 $47M 20.99% +2,259 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 421,536 shares; 2025Q2: 644,035 shares; 2025Q3: 637,931 shares; 2025Q4: 834,406 shares; 2026Q1: 432,527 shares 432,527 $38.1M 17.03% -401,879 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 973,689 shares; 2025Q3: 967,757 shares; 2025Q4: 942,700 shares; 2026Q1: 492,153 shares 492,153 $22.8M 10.16% -450,547 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 78,061 shares; 2024Q3: 71,438 shares; 2024Q4: 72,162 shares; 2025Q1: 75,358 shares; 2025Q2: 30,855 shares; 2025Q3: 30,461 shares; 2025Q4: 31,988 shares; 2026Q1: 33,552 shares 33,552 $21.9M 9.79% +1,564 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 393,365 shares; 2024Q4: 395,480 shares; 2025Q1: 36,525 shares; 2025Q2: 31,980 shares; 2025Q3: 31,619 shares; 2025Q4: 32,051 shares; 2026Q1: 148,081 shares 148,081 $14.4M 6.43% +116,030 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 688,195 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,733 shares 76,733 $10.9M 4.87% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 176,045 shares; 2024Q4: 179,408 shares; 2025Q1: 10,747 shares; 2025Q2: 10,776 shares; 2025Q3: 10,806 shares; 2025Q4: 10,842 shares; 2026Q1: 10,861 shares 10,861 $2.69M 1.2% +19 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 175,177 shares; 2025Q1: 10,577 shares; 2025Q2: 10,707 shares; 2025Q3: 10,775 shares; 2025Q4: 10,874 shares; 2026Q1: 11,128 shares 11,128 $2.67M 1.19% +254 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 73,410 shares; 2024Q3: not reported; 2024Q4: 67,082 shares; 2025Q1: 10,553 shares; 2025Q2: 103,037 shares; 2025Q3: 101,835 shares; 2025Q4: 98,272 shares; 2026Q1: 5,093 shares 5,093 $2.17M 0.97% -93,179 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251,498 shares; 2025Q2: 11,611 shares; 2025Q3: 10,091 shares; 2025Q4: 10,942 shares; 2026Q1: 12,009 shares 12,009 $1.34M 0.6% +1,067 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 478,464 shares; 2025Q2: 18,363 shares; 2025Q3: 15,014 shares; 2025Q4: 15,877 shares; 2026Q1: 18,343 shares 18,343 $1.28M 0.57% +2,466 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,054 shares; 2024Q3: 22,054 shares; 2024Q4: 18,478 shares; 2025Q1: 18,478 shares; 2025Q2: 18,851 shares; 2025Q3: 18,851 shares; 2025Q4: 18,682 shares; 2026Q1: 18,682 shares 18,682 $1.1M 0.49% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,627 shares; 2024Q3: 11,776 shares; 2024Q4: 11,976 shares; 2025Q1: 12,072 shares; 2025Q2: 12,218 shares; 2025Q3: 12,360 shares; 2025Q4: 12,543 shares; 2026Q1: 12,630 shares 12,630 $629K 0.28% +87 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,753 shares; 2025Q2: 3,390 shares; 2025Q3: 3,634 shares; 2025Q4: 4,161 shares; 2026Q1: 5,508 shares 5,508 $623K 0.28% +1,347 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,470 shares; 2024Q3: 11,622 shares; 2024Q4: 11,758 shares; 2025Q1: 11,880 shares; 2025Q2: 12,009 shares; 2025Q3: 12,137 shares; 2025Q4: 12,255 shares; 2026Q1: 12,365 shares 12,365 $622K 0.28% +110 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,671 shares; 2025Q2: 6,187 shares; 2025Q3: 6,886 shares; 2025Q4: 7,798 shares; 2026Q1: 10,649 shares 10,649 $620K 0.28% +2,851 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,684 shares; 2025Q2: 4,936 shares; 2025Q3: 5,432 shares; 2025Q4: 6,309 shares; 2026Q1: 7,996 shares 7,996 $595K 0.27% +1,687 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 416,882 shares; 2024Q3: 5,696 shares; 2024Q4: 5,750 shares; 2025Q1: 6,040 shares; 2025Q2: 6,197 shares; 2025Q3: 6,309 shares; 2025Q4: 6,465 shares; 2026Q1: 6,679 shares 6,679 $579K 0.26% +214 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 378,874 shares; 2024Q3: 6,582 shares; 2024Q4: 6,610 shares; 2025Q1: 6,618 shares; 2025Q2: 6,651 shares; 2025Q3: 6,686 shares; 2025Q4: 6,723 shares; 2026Q1: 6,955 shares 6,955 $509K 0.23% +232 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; 2024Q2: 8,708 shares; 2024Q3: 8,825 shares; 2024Q4: 8,933 shares; 2025Q1: 9,037 shares; 2025Q2: 9,140 shares; 2025Q3: 9,242 shares; 2025Q4: 9,343 shares; 2026Q1: 9,439 shares 9,439 $478K 0.21% +96 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; 2024Q2: 7,084 shares; 2024Q3: 7,160 shares; 2024Q4: 7,261 shares; 2025Q1: 7,279 shares; 2025Q2: 7,355 shares; 2025Q3: 7,429 shares; 2025Q4: 7,525 shares; 2026Q1: 7,571 shares 7,571 $443K 0.2% +46 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 246,426 shares; 2024Q3: 4,043 shares; 2024Q4: 4,094 shares; 2025Q1: 4,120 shares; 2025Q2: 4,161 shares; 2025Q3: 4,202 shares; 2025Q4: 4,257 shares; 2026Q1: 4,352 shares 4,352 $432K 0.19% +95 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,749 shares; 2024Q3: 3,789 shares; 2024Q4: 3,843 shares; 2025Q1: 3,872 shares; 2025Q2: 3,757 shares; 2025Q3: 3,793 shares; 2025Q4: 3,850 shares; 2026Q1: 3,938 shares 3,938 $429K 0.19% +88 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,223 shares; 2025Q3: 1,191 shares; 2025Q4: 1,351 shares; 2026Q1: 1,957 shares 1,957 $413K 0.18% +606 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,283 shares; 2025Q1: 1,285 shares; 2025Q2: 1,559 shares; 2025Q3: 1,726 shares; 2025Q4: 1,728 shares; 2026Q1: 1,730 shares 1,730 $411K 0.18% +2 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,278 shares; 2024Q3: 7,383 shares; 2024Q4: 7,480 shares; 2025Q1: 7,576 shares; 2025Q2: 7,667 shares; 2025Q3: 7,759 shares; 2025Q4: 7,850 shares; 2026Q1: 7,941 shares 7,941 $393K 0.18% +91 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; 2024Q2: 6,412 shares; 2024Q3: 4,178 shares; 2024Q4: 4,174 shares; 2025Q1: 4,156 shares; 2025Q2: 4,133 shares; 2025Q3: 4,132 shares; 2025Q4: 4,136 shares; 2026Q1: 4,205 shares 4,205 $385K 0.17% +69 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,456 shares; 2024Q3: 4,456 shares; 2024Q4: 4,525 shares; 2025Q1: 4,344 shares; 2025Q2: 4,420 shares; 2025Q3: 4,420 shares; 2025Q4: 4,502 shares; 2026Q1: 4,555 shares 4,555 $381K 0.17% +53 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 6,578 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,761 shares; 2025Q4: 5,761 shares; 2026Q1: 7,563 shares 7,563 $370K 0.17% +1,802 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,197 shares; 2024Q3: 14,197 shares; 2024Q4: 14,197 shares; 2025Q1: 14,197 shares; 2025Q2: 13,997 shares; 2025Q3: 13,997 shares; 2025Q4: 13,997 shares; 2026Q1: 13,997 shares 13,997 $291K 0.13% 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,265 shares; 2026Q1: 3,557 shares 3,557 $280K 0.12% +292 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,324 shares; 2024Q3: 3,346 shares; 2024Q4: 3,350 shares; 2025Q1: 3,473 shares; 2025Q2: 3,190 shares; 2025Q3: 3,067 shares; 2025Q4: 2,964 shares; 2026Q1: 1,936 shares 1,936 $274K 0.12% -1,028 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,074 shares; 2024Q3: 2,103 shares; 2024Q4: 2,130 shares; 2025Q1: 2,156 shares; 2025Q2: 2,181 shares; 2025Q3: 2,206 shares; 2025Q4: 2,231 shares; 2026Q1: 2,254 shares 2,254 $227K 0.1% +23 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 290 shares; 2025Q3: 288 shares; 2025Q4: 2,880 shares; 2026Q1: 2,350 shares 2,350 $226K 0.1% -530 Timeline