ISHARES TR

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

Luminvest Wealth Management LLC's Holding History (CIK: 0002036517)

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

Q4 2025
Shares 15,056 Value ($000) $1,449 Avg Close — Range —
Q3 2025
Shares 15,056 Value ($000) $1,454 Avg Close — Range —
Q2 2025
Shares 15,056 Value ($000) $1,385 Avg Close — Range —
Q1 2025
Shares 15,056 Value ($000) $1,281 Avg Close — Range —
Q4 2024
Shares 15,056 Value ($000) $1,331 Avg Close — Range —
Q3 2024
Shares 15,057 Value ($000) $1,327 Avg Close — Range —
Q2 2024
Shares 15,057 Value ($000) $1,267 Avg Close — Range —
Q1 2024
Shares 15,057 Value ($000) $1,311 Avg Close — Range —
Q4 2023
Shares 15,057 Value ($000) $1,328 Avg Close — Range —