ISHARES TR

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

HighMark Wealth Management LLC's Holding History (CIK: 0001802451)

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

Q4 2025
Shares 176 Value ($000) $24 Avg Close — Range —
Q3 2025
Shares 146 Value ($000) $21 Avg Close — Range —
Q2 2025
Shares 141 Value ($000) $19 Avg Close — Range —
Q1 2025
Shares 482 Value ($000) $57 Avg Close — Range —
Q4 2024
Shares 469 Value ($000) $59 Avg Close — Range —
Q3 2024
Shares 399 Value ($000) $47 Avg Close — Range —
Q2 2024
Shares 28 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 28 Value ($000) $3 Avg Close — Range —
Q4 2023
Shares 25 Value ($000) $3 Avg Close — Range —
Q3 2023
Shares 25 Value ($000) $2 Avg Close — Range —