ISHARES TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 9,779 Value ($000) $1,339 Avg Close — Range —
Q3 2025
Shares 9,199 Value ($000) $1,310 Avg Close — Range —
Q2 2025
Shares 8,254 Value ($000) $1,145 Avg Close — Range —
Q1 2025
Shares 7,817 Value ($000) $918 Avg Close — Range —
Q4 2024
Shares 5,849 Value ($000) $741 Avg Close — Range —
Q3 2024
Shares 5,772 Value ($000) $677 Avg Close — Range —
Q2 2024
Shares 5,772 Value ($000) $637 Avg Close — Range —
Q1 2024
Shares 5,722 Value ($000) $653 Avg Close — Range —
Q4 2023
Shares 2,334 Value ($000) $244 Avg Close — Range —
Q3 2023
Shares 2,315 Value ($000) $211 Avg Close — Range —
Q2 2023
Shares 2,313 Value ($000) $224 Avg Close — Range —
Q1 2023
Shares 2,613 Value ($000) $238 Avg Close — Range —
Q3 2022
Shares 2,573 Value ($000) $202 Avg Close — Range —
Q2 2022
Shares 2,940 Value ($000) $233 Avg Close — Range —
Q1 2022
Shares 2,940 Value ($000) $295 Avg Close — Range —
Q4 2021
Shares 4,056 Value ($000) $467 Avg Close — Range —