ISHARES TR

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

Blue Zone Wealth Advisors, LLC's Holding History (CIK: 0001803106)

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

Q4 2025
Shares 4,099 Value ($000) $395 Avg Close — Range —
Q3 2025
Shares 4,162 Value ($000) $402 Avg Close — Range —
Q2 2025
Shares 4,174 Value ($000) $384 Avg Close — Range —
Q1 2025
Shares 4,138 Value ($000) $352 Avg Close — Range —
Q4 2024
Shares 4,228 Value ($000) $374 Avg Close — Range —
Q3 2024
Shares 4,189 Value ($000) $369 Avg Close — Range —
Q1 2022
Shares 4,415 Value ($000) $345 Avg Close — Range —
Q4 2021
Shares 2,570 Value ($000) $213 Avg Close — Range —
Q3 2021
Shares 3,015 Value ($000) $236 Avg Close — Range —
Q4 2019
Shares 86,529 Value ($000) $5,159 Avg Close — Range —