ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

LWM ADVISORS INC's Holding History (CIK: 0002067328)

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

Q4 2025
Shares 34,154 Value ($000) $4,817 Avg Close — Range —
Q3 2025
Shares 33,157 Value ($000) $4,631 Avg Close — Range —
Q2 2025
Shares 32,126 Value ($000) $4,245 Avg Close — Range —
Q1 2025
Shares 32,137 Value ($000) $4,051 Avg Close — Range —
Q4 2024
Shares 31,957 Value ($000) $4,133 Avg Close — Range —