ISHARES TR

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

Montz Harcus Wealth Management LLC's Holding History (CIK: 0001918613)

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

Q4 2025
Shares 2,017 Value ($000) $276 Avg Close — Range —
Q3 2025
Shares 2,015 Value ($000) $287 Avg Close — Range —
Q2 2025
Shares 2,013 Value ($000) $279 Avg Close — Range —
Q1 2025
Shares 2,011 Value ($000) $236 Avg Close — Range —
Q4 2024
Shares 2,009 Value ($000) $255 Avg Close — Range —
Q3 2024
Shares 2,007 Value ($000) $235 Avg Close — Range —
Q2 2024
Shares 2,005 Value ($000) $221 Avg Close — Range —
Q1 2024
Shares 2,003 Value ($000) $229 Avg Close — Range —
Q4 2023
Shares 2,001 Value ($000) $209 Avg Close — Range —
Q4 2021
Shares 1,988 Value ($000) $229 Avg Close — Range —