ISHARES TR

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

LMG Wealth Partners, LLC's Holding History (CIK: 0001965772)

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

Q4 2025
Shares 99,396 Value ($000) $13,611 Avg Close — Range —
Q3 2025
Shares 98,695 Value ($000) $14,055 Avg Close — Range —
Q2 2025
Shares 98,403 Value ($000) $13,647 Avg Close — Range —
Q1 2025
Shares 99,480 Value ($000) $11,688 Avg Close — Range —
Q4 2024
Shares 101,232 Value ($000) $12,831 Avg Close — Range —
Q3 2024
Shares 101,662 Value ($000) $11,924 Avg Close — Range —
Q2 2024
Shares 101,863 Value ($000) $11,241 Avg Close — Range —
Q1 2024
Shares 102,509 Value ($000) $11,700 Avg Close — Range —
Q4 2023
Shares 105,435 Value ($000) $11,014 Avg Close — Range —
Q3 2023
Shares 105,599 Value ($000) $9,646 Avg Close — Range —
Q2 2023
Shares 106,437 Value ($000) $10,285 Avg Close — Range —
Q1 2023
Shares 108,026 Value ($000) $9,836 Avg Close — Range —
Q4 2022
Shares 108,674 Value ($000) $9,598 Avg Close — Range —