ISHARES TR

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

VANCE WEALTH, LLC's Holding History (CIK: 0001910854)

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

Q4 2025
Shares 46,130 Value ($000) $6,317 Avg Close — Range —
Q3 2025
Shares 46,111 Value ($000) $6,567 Avg Close — Range —
Q2 2025
Shares 47,881 Value ($000) $6,640 Avg Close — Range —
Q1 2025
Shares 55,940 Value ($000) $6,572 Avg Close — Range —
Q4 2024
Shares 53,806 Value ($000) $6,820 Avg Close — Range —
Q3 2024
Shares 56,490 Value ($000) $6,626 Avg Close — Range —
Q2 2024
Shares 53,531 Value ($000) $5,907 Avg Close — Range —
Q1 2024
Shares 52,315 Value ($000) $5,971 Avg Close — Range —
Q4 2023
Shares 49,120 Value ($000) $5,131 Avg Close — Range —
Q3 2023
Shares 49,038 Value ($000) $4,480 Avg Close — Range —
Q2 2023
Shares 48,611 Value ($000) $4,697 Avg Close — Range —
Q1 2023
Shares 42,525 Value ($000) $3,872 Avg Close — Range —
Q4 2022
Shares 38,108 Value ($000) $3,186 Avg Close — Range —
Q3 2022
Shares 36,751 Value ($000) $2,882 Avg Close — Range —
Q2 2022
Shares 22,821 Value ($000) $1,808 Avg Close — Range —
Q1 2022
Shares 16,130 Value ($000) $1,621 Avg Close — Range —