ISHARES TR

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

CFM WEALTH PARTNERS LLC's Holding History (CIK: 0001801097)

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

Q4 2025
Shares 63,558 Value ($000) $6,119 Avg Close Range
Q3 2025
Shares 65,706 Value ($000) $6,344 Avg Close Range
Q2 2025
Shares 69,726 Value ($000) $6,413 Avg Close Range
Q1 2025
Shares 68,812 Value ($000) $5,854 Avg Close Range
Q4 2024
Shares 68,801 Value ($000) $6,082 Avg Close Range
Q3 2024
Shares 69,581 Value ($000) $6,133 Avg Close Range
Q2 2024
Shares 67,211 Value ($000) $5,449 Avg Close Range
Q1 2024
Shares 58,617 Value ($000) $4,929 Avg Close Range
Q4 2023
Shares 61,753 Value ($000) $4,800 Avg Close Range
Q3 2023
Shares 61,753 Value ($000) $4,276 Avg Close Range
Q2 2023
Shares 60,410 Value ($000) $4,412 Avg Close Range
Q1 2023
Shares 61,049 Value ($000) $4,269 Avg Close Range
Q4 2022
Shares 63,067 Value ($000) $4,254 Avg Close Range
Q3 2022
Shares 63,153 Value ($000) $3,925 Avg Close Range
Q2 2022
Shares 64,210 Value ($000) $4,152 Avg Close Range
Q1 2022
Shares 64,819 Value ($000) $5,058 Avg Close Range
Q4 2021
Shares 68,986 Value ($000) $5,703 Avg Close Range
Q3 2021
Shares 70,778 Value ($000) $5,536 Avg Close Range
Q2 2021
Shares 66,994 Value ($000) $5,309 Avg Close Range
Q1 2021
Shares 66,788 Value ($000) $4,938 Avg Close Range
Q4 2020
Shares 51,224 Value ($000) $3,511 Avg Close Range
Q3 2020
Shares 49,115 Value ($000) $2,818 Avg Close Range
Q2 2020
Shares 47,559 Value ($000) $2,549 Avg Close Range
Q1 2020
Shares 47,729 Value ($000) $2,060 Avg Close Range
Q4 2019
Shares 47,615 Value ($000) $2,913 Avg Close Range