ISHARES TR

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

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q4 2025
Shares 2,621 Value ($000) $359 Avg Close — Range —
Q3 2025
Shares 2,628 Value ($000) $374 Avg Close — Range —
Q2 2025
Shares 3,088 Value ($000) $428 Avg Close — Range —
Q1 2025
Shares 3,526 Value ($000) $414 Avg Close — Range —
Q4 2024
Shares 4,880 Value ($000) $619 Avg Close — Range —
Q3 2024
Shares 4,371 Value ($000) $513 Avg Close — Range —
Q2 2024
Shares 3,358 Value ($000) $371 Avg Close — Range —
Q1 2024
Shares 1,811 Value ($000) $207 Avg Close — Range —
Q4 2023
Shares 2,064 Value ($000) $216 Avg Close — Range —
Q2 2023
Shares 2,139 Value ($000) $207 Avg Close — Range —
Q1 2023
Shares 2,200 Value ($000) $200 Avg Close — Range —
Q4 2022
Shares 3,629 Value ($000) $303 Avg Close — Range —
Q3 2022
Shares 4,179 Value ($000) $327 Avg Close — Range —
Q2 2022
Shares 3,801 Value ($000) $301 Avg Close — Range —
Q4 2021
Shares 38,560 Value ($000) $4,443 Avg Close — Range —