ISHARES TR

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

LWM ADVISORS INC's Holding History (CIK: 0002067328)

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

Q4 2025
Shares 32,816 Value ($000) $4,494 Avg Close — Range —
Q3 2025
Shares 31,898 Value ($000) $4,543 Avg Close — Range —
Q2 2025
Shares 32,272 Value ($000) $4,475 Avg Close — Range —
Q1 2025
Shares 32,348 Value ($000) $4,090 Avg Close — Range —
Q4 2024
Shares 32,467 Value ($000) $4,115 Avg Close — Range —