ISHARES TR

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

JPL Wealth Management, LLC's Holding History (CIK: 0002010710)

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

Q4 2025
Shares 21,390 Value ($000) $2,929 Avg Close — Range —
Q3 2025
Shares 27,424 Value ($000) $3,906 Avg Close — Range —
Q2 2025
Shares 27,900 Value ($000) $3,869 Avg Close — Range —
Q1 2025
Shares 27,229 Value ($000) $3,199 Avg Close — Range —
Q4 2024
Shares 26,157 Value ($000) $3,315 Avg Close — Range —
Q2 2024
Shares 5,658 Value ($000) $624 Avg Close — Range —
Q1 2024
Shares 4,131 Value ($000) $472 Avg Close — Range —
Q4 2023
Shares 2,707 Value ($000) $283 Avg Close — Range —