ISHARES TR

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

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

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

Q4 2025
Shares 2,238 Value ($000) $306 Avg Close — Range —
Q3 2025
Shares 2,236 Value ($000) $318 Avg Close — Range —
Q2 2025
Shares 2,710 Value ($000) $376 Avg Close — Range —
Q1 2025
Shares 2,710 Value ($000) $318 Avg Close — Range —
Q4 2024
Shares 2,713 Value ($000) $344 Avg Close — Range —
Q3 2024
Shares 2,735 Value ($000) $321 Avg Close — Range —
Q2 2024
Shares 2,523 Value ($000) $278 Avg Close — Range —
Q1 2024
Shares 2,613 Value ($000) $298 Avg Close — Range —
Q4 2023
Shares 2,627 Value ($000) $274 Avg Close — Range —
Q3 2023
Shares 2,690 Value ($000) $246 Avg Close — Range —
Q2 2023
Shares 2,710 Value ($000) $262 Avg Close — Range —
Q1 2023
Shares 5,374 Value ($000) $489 Avg Close — Range —
Q4 2022
Shares 5,524 Value ($000) $462 Avg Close — Range —
Q4 2021
Shares 330 Value ($000) $38 Avg Close — Range —