IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,079 shares; 2025Q1: 61,120 shares; 2025Q2: 62,103 shares; 2025Q3: 63,914 shares; 2025Q4: 65,216 shares; 2026Q1: 65,994 shares; 2026Q2: 68,895 shares 68,895 $51.6M 25.44% +2,901 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: not loaded; 2024Q4: not reported; 2025Q1: 22,597 shares; 2025Q2: 217,300 shares; 2025Q3: 233,764 shares; 2025Q4: 243,067 shares; 2026Q1: 265,686 shares; 2026Q2: 298,638 shares 298,638 $28.8M 14.22% +32,952 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 131,141 shares; 2025Q1: 183,198 shares; 2025Q2: 197,166 shares; 2025Q3: 203,058 shares; 2025Q4: 206,991 shares; 2026Q1: 225,265 shares; 2026Q2: 243,298 shares 243,298 $26.8M 13.21% +18,033 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 277,157 shares; 2025Q1: 273,006 shares; 2025Q2: 280,343 shares; 2025Q3: 299,428 shares; 2025Q4: 297,941 shares; 2026Q1: 313,851 shares; 2026Q2: 343,812 shares 343,812 $15.6M 7.71% +29,961 Timeline FBCG 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 loaded; 2024Q4: not reported; 2025Q1: 175,245 shares; 2025Q2: 216,821 shares; 2025Q3: 195,429 shares; 2025Q4: 184,784 shares; 2026Q1: 206,806 shares; 2026Q2: 224,609 shares 224,609 $14M 6.88% +17,803 Timeline FESM 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 loaded; 2024Q4: 149,305 shares; 2025Q1: 175,210 shares; 2025Q2: 196,262 shares; 2025Q3: 200,922 shares; 2025Q4: 202,864 shares; 2026Q1: 198,331 shares; 2026Q2: 200,250 shares 200,250 $9.67M 4.77% +1,919 Timeline FDEM 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 loaded; 2024Q4: 228,852 shares; 2025Q1: 270,552 shares; 2025Q2: 278,096 shares; 2025Q3: 282,101 shares; 2025Q4: 283,475 shares; 2026Q1: 256,973 shares; 2026Q2: 263,360 shares 263,360 $9.57M 4.72% +6,387 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,817 shares; 2025Q1: 45,061 shares; 2025Q2: 135,931 shares; 2025Q3: 138,970 shares; 2025Q4: 145,736 shares; 2026Q1: 157,664 shares; 2026Q2: 166,697 shares 166,697 $7.86M 3.87% +9,033 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: not loaded; 2024Q4: 33,050 shares; 2025Q1: 34,847 shares; 2025Q2: 36,835 shares; 2025Q3: 37,601 shares; 2025Q4: 38,683 shares; 2026Q1: 38,344 shares; 2026Q2: 39,535 shares 39,535 $5.4M 2.66% +1,191 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,219 shares; 2025Q1: 55,683 shares; 2025Q2: 60,058 shares; 2025Q3: 63,101 shares; 2025Q4: 66,102 shares; 2026Q1: 73,457 shares; 2026Q2: 79,432 shares 79,432 $3.98M 1.96% +5,975 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: not loaded; 2024Q4: 53,533 shares; 2025Q1: 48,368 shares; 2025Q2: 47,569 shares; 2025Q3: 47,948 shares; 2025Q4: 46,491 shares; 2026Q1: 45,921 shares; 2026Q2: 45,581 shares 45,581 $3.49M 1.72% -340 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: not loaded; 2024Q4: 37,609 shares; 2025Q1: 33,078 shares; 2025Q2: 32,652 shares; 2025Q3: 33,233 shares; 2025Q4: 32,318 shares; 2026Q1: 32,519 shares; 2026Q2: 32,883 shares 32,883 $3.42M 1.68% +364 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136,421 shares; 2026Q1: 144,004 shares; 2026Q2: 132,586 shares 132,586 $3.25M 1.6% -11,418 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,165 shares; 2025Q1: 33,890 shares; 2025Q2: 39,462 shares; 2025Q3: 41,359 shares; 2025Q4: 43,873 shares; 2026Q1: 79,276 shares; 2026Q2: 92,543 shares 92,543 $2.95M 1.45% +13,267 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: not loaded; 2024Q4: 9,532 shares; 2025Q1: 8,393 shares; 2025Q2: 8,274 shares; 2025Q3: 8,309 shares; 2025Q4: 8,159 shares; 2026Q1: 8,163 shares; 2026Q2: 8,209 shares 8,209 $2.47M 1.22% +46 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: not loaded; 2024Q4: 35,169 shares; 2025Q1: 30,822 shares; 2025Q2: 28,980 shares; 2025Q3: 29,310 shares; 2025Q4: 29,547 shares; 2026Q1: 29,672 shares; 2026Q2: 29,439 shares 29,439 $2.01M 0.99% -233 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: not loaded; 2024Q4: 9,025 shares; 2025Q1: 9,168 shares; 2025Q2: 9,593 shares; 2025Q3: 9,593 shares; 2025Q4: 9,593 shares; 2026Q1: 9,306 shares; 2026Q2: 9,061 shares 9,061 $1.97M 0.97% -245 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,635 shares; 2025Q1: 18,150 shares; 2025Q2: 18,037 shares; 2025Q3: 18,037 shares; 2025Q4: 17,283 shares; 2026Q1: 17,283 shares; 2026Q2: 17,283 shares 17,283 $1.29M 0.63% 0 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: not loaded; 2024Q4: 888,229 shares; 2025Q1: 45,954 shares; 2025Q2: 37,597 shares; 2025Q3: 22,840 shares; 2025Q4: 22,810 shares; 2026Q1: 22,993 shares; 2026Q2: 23,443 shares 23,443 $983K 0.48% +450 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,994 shares; 2026Q2: 2,521 shares 2,521 $933K 0.46% +527 Timeline FENI 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 loaded; 2024Q4: 512,658 shares; 2025Q1: 541,172 shares; 2025Q2: 21,744 shares; 2025Q3: 17,271 shares; 2025Q4: 17,289 shares; 2026Q1: 17,302 shares; 2026Q2: 16,410 shares 16,410 $659K 0.32% -892 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: not loaded; 2024Q4: 1,136 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,107 shares; 2026Q2: 6,642 shares 6,642 $572K 0.28% +5,535 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 6,222 shares; 2025Q3: 6,222 shares; 2025Q4: 6,222 shares; 2026Q1: 6,222 shares; 2026Q2: 6,222 shares 6,222 $532K 0.26% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,190 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 1,965 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares; 2026Q2: 2,115 shares 2,115 $480K 0.24% +150 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: not loaded; 2024Q4: 3,876 shares; 2025Q1: 3,441 shares; 2025Q2: 3,441 shares; 2025Q3: 3,441 shares; 2025Q4: 3,441 shares; 2026Q1: 3,441 shares; 2026Q2: 3,441 shares 3,441 $473K 0.23% 0 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,595 shares 14,595 $397K 0.2% new Timeline VBR 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: not loaded; 2024Q4: 1,564 shares; 2025Q1: 1,556 shares; 2025Q2: 1,556 shares; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares; 2026Q1: 1,468 shares; 2026Q2: 1,468 shares 1,468 $357K 0.18% 0 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: not loaded; 2024Q4: 1,261 shares; 2025Q1: 1,310 shares; 2025Q2: 1,309 shares; 2025Q3: 1,303 shares; 2025Q4: 1,254 shares; 2026Q1: 1,199 shares; 2026Q2: 1,177 shares 1,177 $341K 0.17% -22 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: not loaded; 2024Q4: 1,226 shares; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares; 2026Q2: 1,126 shares 1,126 $337K 0.17% 0 Timeline ESGV 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: not loaded; 2024Q4: 3,165 shares; 2025Q1: 3,165 shares; 2025Q2: 3,165 shares; 2025Q3: 3,037 shares; 2025Q4: 2,916 shares; 2026Q1: 2,491 shares; 2026Q2: 2,391 shares 2,391 $316K 0.16% -100 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 460 shares; 2026Q1: 468 shares; 2026Q2: 460 shares 460 $316K 0.16% -8 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: not loaded; 2024Q4: 759 shares; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 804 shares; 2026Q1: 785 shares; 2026Q2: 785 shares 785 $309K 0.15% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,724 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,054 shares; 2026Q1: 2,054 shares; 2026Q2: 2,054 shares 2,054 $268K 0.13% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,434 shares; 2025Q1: 3,220 shares; 2025Q2: 3,068 shares; 2025Q3: 2,768 shares; 2025Q4: 2,657 shares; 2026Q1: 2,594 shares; 2026Q2: 2,730 shares 2,730 $266K 0.13% +136 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 237 shares 237 $252K 0.12% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 699 shares; 2026Q1: not reported; 2026Q2: 666 shares 666 $238K 0.12% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 970 shares; 2026Q1: 904 shares; 2026Q2: 904 shares 904 $230K 0.11% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 810 shares 810 $226K 0.11% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,402 shares; 2025Q1: 3,934 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,970 shares 2,970 $206K 0.1% new Timeline