NYSE:HRB | Previous ETF Holding It Page 2 | H&R BLOCK INC

HRB previous ETF holdings Page 2

Dates are bounded by retained official portfolio snapshots; baseline presence is never presented as an original addition date.

Previous ETFs holding HRB

ETFFundAdded / first observedRemoved / first absent
PTMCPacer Trendpilot US Mid Cap ETF2024-01-312025-04-30
PTMCPacer Trendpilot US Mid Cap ETF2023-01-312023-10-31
PTMCPacer Trendpilot US Mid Cap ETF2020-10-312022-01-31
PWSPacer WealthShield ETF2020-07-312020-10-31
QARPXtrackers Russell 1000 US Quality at a Reasonable Price ETFPresent before retained history; addition date unavailable2021-08-31
QGROAmerican Century U.S. Quality Growth ETF2023-08-312024-05-31
QGROAmerican Century U.S. Quality Growth ETF2022-11-302023-02-28
QMIDWisdomTree U.S. MidCap Quality Growth Fund2024-12-312025-06-30
QMOMAlpha Architect U.S. Quantitative Momentum ETF2022-12-302023-06-30
QRFTQRAFT AI-Enhanced U.S. Large Cap ETF2024-04-302024-07-31
QVALAlpha Architect U.S. Quantitative Value ETF2024-09-302025-06-30
QVALAlpha Architect U.S. Quantitative Value ETF2022-06-302022-09-30
QVALAlpha Architect U.S. Quantitative Value ETF2021-09-302021-12-31
QVALAlpha Architect U.S. Quantitative Value ETF2020-09-302020-12-31
QVALAlpha Architect U.S. Quantitative Value ETFPresent before retained history; addition date unavailable2020-06-30
RECSColumbia Research Enhanced Core ETFPresent before retained history; addition date unavailable2026-01-31
REVSColumbia Research Enhanced Value ETFPresent before retained history; addition date unavailable2026-01-31
RNMCFirst Trust SMID Capital Strength ETF2021-12-312024-06-30
RNMCFirst Trust SMID Capital Strength ETFPresent before retained history; addition date unavailable2021-06-30
RNSCFirst Trust SMID Growth Strength ETF2021-06-302021-12-31
ROEAstoria US Equal Weight Quality Kings ETF2025-05-302025-08-29
RVRSReverse Cap Weighted U.S. Large Cap ETFPresent before retained history; addition date unavailable2020-09-30
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETFPresent before retained history; addition date unavailable2020-06-30
SNPEXtrackers S&P 500 Scored & Screened ETFPresent before retained history; addition date unavailable2020-11-30
SPYState Street® SPDR® S&P 500® ETF TrustPresent before retained history; addition date unavailable2020-09-30
SQLVRoyce Quant Small-Cap Quality Value ETF2021-10-292022-06-30
STLGiShares MSCI USA Quality GARP ETF2022-09-302024-06-30
STXGStrive 1000 Growth ETF2024-04-302025-03-31
STXKStrive Small-Cap ETFPresent before retained history; addition date unavailable2024-04-30
SUREAdvisorShares Insider Advantage ETF2025-06-302025-09-30
SUREAdvisorShares Insider Advantage ETF2024-12-312025-03-31
SUREAdvisorShares Insider Advantage ETF2023-09-292024-03-28
SZNEPacer CFRA-Stovall Equal Weight Seasonal Rotation ETF2020-01-312020-07-31
TERMEquityCompass Tactical Risk Manager ETFPresent before retained history; addition date unavailable2020-02-28
TUSAFirst Trust Dividend Strength ETF2021-09-302022-03-31
TUSAFirst Trust Dividend Strength ETF2020-12-312021-06-30
TUSAFirst Trust Dividend Strength ETFPresent before retained history; addition date unavailable2020-09-30
UDIUSCF Dividend Income Fund2025-03-312026-03-31
USMFWisdomTree U.S. Multifactor Fund2024-12-312025-12-31
VALQAmerican Century U.S. Quality Value ETF2023-02-282023-08-31
VALQAmerican Century U.S. Quality Value ETFPresent before retained history; addition date unavailable2020-11-30
VGFOVirtus WMC International Dividend ETFPresent before retained history; addition date unavailable2020-01-31
WANTDirexion Daily Consumer Discretionary Bull 3X SharesPresent before retained history; addition date unavailable2020-10-31
WBIFWBI BullBear Value 3000 ETF2025-06-302026-03-31
WBIFWBI BullBear Value 3000 ETF2024-09-302024-12-31
WBIGWBI BullBear Yield 3000 ETF2025-12-312026-03-31
WBIGWBI BullBear Yield 3000 ETF2025-06-302025-09-30
WBIGWBI BullBear Yield 3000 ETF2023-09-302023-12-31
WBIGWBI BullBear Yield 3000 ETF2022-06-302022-09-30
WBIYWBI Power Factor High Dividend ETF2021-09-302022-03-31
WBIYWBI Power Factor High Dividend ETF2020-12-312021-06-30
WBIYWBI Power Factor High Dividend ETFPresent before retained history; addition date unavailable2020-09-30
WTVWisdomTree U.S. Value Fund2024-12-312025-09-30