ISHARES TR

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

CCG WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001771169)

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

Q4 2025
Shares 237,452 Value ($000) $22,860 Avg Close — Range —
Q3 2025
Shares 227,502 Value ($000) $21,965 Avg Close — Range —
Q2 2025
Shares 220,910 Value ($000) $20,317 Avg Close — Range —
Q1 2025
Shares 207,978 Value ($000) $17,693 Avg Close — Range —
Q4 2024
Shares 154,892 Value ($000) $13,692 Avg Close — Range —
Q3 2024
Shares 157,238 Value ($000) $13,859 Avg Close — Range —
Q2 2024
Shares 147,786 Value ($000) $11,982 Avg Close — Range —
Q1 2024
Shares 152,065 Value ($000) $12,787 Avg Close — Range —
Q4 2023
Shares 141,677 Value ($000) $11,013 Avg Close — Range —
Q3 2023
Shares 154,816 Value ($000) $10,721 Avg Close — Range —