ISHARES TR

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

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 8,166 Value ($000) $786 Avg Close Range
Q3 2025
Shares 8,071 Value ($000) $779 Avg Close Range
Q2 2025
Shares 8,071 Value ($000) $742 Avg Close Range
Q1 2025
Shares 8,149 Value ($000) $693 Avg Close Range
Q4 2024
Shares 8,149 Value ($000) $720 Avg Close Range
Q3 2024
Shares 8,263 Value ($000) $728 Avg Close Range
Q2 2024
Shares 9,390 Value ($000) $761 Avg Close Range
Q1 2024
Shares 8,149 Value ($000) $685 Avg Close Range
Q4 2023
Shares 8,149 Value ($000) $633 Avg Close Range
Q3 2023
Shares 8,149 Value ($000) $564 Avg Close Range
Q2 2023
Shares 8,055 Value ($000) $588 Avg Close Range
Q1 2023
Shares 8,055 Value ($000) $563 Avg Close Range
Q4 2022
Shares 8,055 Value ($000) $543 Avg Close Range