ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 100,791 Value ($000) $13,802 Avg Close — Range —
Q3 2025
Shares 100,791 Value ($000) $14,354 Avg Close — Range —
Q2 2025
Shares 100,797 Value ($000) $13,979 Avg Close — Range —
Q1 2025
Shares 102,242 Value ($000) $12,012 Avg Close — Range —
Q4 2024
Shares 102,238 Value ($000) $12,959 Avg Close — Range —
Q3 2024
Shares 102,288 Value ($000) $11,997 Avg Close — Range —
Q2 2024
Shares 102,288 Value ($000) $11,287 Avg Close — Range —
Q1 2024
Shares 101,288 Value ($000) $11,561 Avg Close — Range —
Q4 2023
Shares 101,288 Value ($000) $10,581 Avg Close — Range —
Q3 2023
Shares 101,338 Value ($000) $9,257 Avg Close — Range —
Q2 2023
Shares 101,338 Value ($000) $9,792 Avg Close — Range —
Q1 2023
Shares 101,678 Value ($000) $9,258 Avg Close — Range —
Q4 2022
Shares 101,522 Value ($000) $8,487 Avg Close — Range —
Q3 2022
Shares 101,444 Value ($000) $7,956 Avg Close — Range —
Q2 2022
Shares 101,038 Value ($000) $8,004 Avg Close — Range —
Q1 2022
Shares 100,901 Value ($000) $10,141 Avg Close — Range —
Q4 2021
Shares 100,901 Value ($000) $11,626 Avg Close — Range —
Q3 2021
Shares 100,900 Value ($000) $11,308 Avg Close — Range —
Q2 2021
Shares 100,900 Value ($000) $11,422 Avg Close — Range —
Q3 2020
Shares 50,963 Value ($000) $8,810 Avg Close — Range —
Q1 2020
Shares 51,453 Value ($000) $6,256 Avg Close — Range —
Q4 2019
Shares 51,453 Value ($000) $7,851 Avg Close — Range —
Q3 2019
Shares 51,743 Value ($000) $7,314 Avg Close — Range —
Q2 2019
Shares 51,743 Value ($000) $7,378 Avg Close — Range —