ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 14,469 Value ($000) $1,393 Avg Close — Range —
Q3 2025
Shares 14,469 Value ($000) $1,397 Avg Close — Range —
Q2 2025
Shares 16,432 Value ($000) $1,511 Avg Close — Range —
Q1 2025
Shares 16,432 Value ($000) $1,398 Avg Close — Range —
Q4 2024
Shares 16,432 Value ($000) $1,453 Avg Close — Range —
Q3 2024
Shares 16,687 Value ($000) $1,471 Avg Close — Range —
Q2 2024
Shares 16,687 Value ($000) $1,353 Avg Close — Range —
Q1 2024
Shares 16,687 Value ($000) $1,403 Avg Close — Range —
Q4 2023
Shares 17,712 Value ($000) $1,377 Avg Close — Range —
Q3 2023
Shares 17,767 Value ($000) $1,230 Avg Close — Range —
Q2 2023
Shares 17,767 Value ($000) $1,298 Avg Close — Range —
Q1 2023
Shares 19,369 Value ($000) $1,354 Avg Close — Range —
Q2 2022
Shares 4,530 Value ($000) $293 Avg Close — Range —
Q1 2022
Shares 4,026 Value ($000) $314 Avg Close — Range —
Q4 2021
Shares 4,020 Value ($000) $334 Avg Close — Range —
Q3 2021
Shares 3,951 Value ($000) $309 Avg Close — Range —
Q2 2021
Shares 3,943 Value ($000) $312 Avg Close — Range —
Q4 2020
Shares 160,664 Value ($000) $23,046 Avg Close — Range —
Q3 2020
Shares 4,176 Value ($000) $240 Avg Close — Range —
Q2 2020
Shares 111,596 Value ($000) $18,387 Avg Close — Range —