ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,861 Value ($000) $1,673 Avg Close Range
Q3 2025
Shares 12,228 Value ($000) $1,708 Avg Close Range
Q2 2025
Shares 12,328 Value ($000) $1,629 Avg Close Range
Q1 2025
Shares 13,722 Value ($000) $1,729 Avg Close Range
Q4 2024
Shares 16,305 Value ($000) $2,109 Avg Close Range
Q3 2024
Shares 16,713 Value ($000) $2,210 Avg Close Range
Q2 2024
Shares 17,260 Value ($000) $2,084 Avg Close Range
Q1 2024
Shares 18,045 Value ($000) $2,262 Avg Close Range
Q4 2023
Shares 19,866 Value ($000) $2,310 Avg Close Range
Q3 2023
Shares 22,462 Value ($000) $2,344 Avg Close Range
Q2 2023
Shares 22,602 Value ($000) $2,481 Avg Close Range
Q1 2023
Shares 23,896 Value ($000) $2,538 Avg Close Range
Q4 2022
Shares 24,580 Value ($000) $2,589 Avg Close Range
Q3 2022
Shares 25,183 Value ($000) $2,419 Avg Close Range
Q2 2022
Shares 25,782 Value ($000) $2,619 Avg Close Range
Q1 2022
Shares 26,076 Value ($000) $3,120 Avg Close Range
Q4 2021
Shares 27,121 Value ($000) $3,319 Avg Close Range