ISHARES TR

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

Axis Wealth Partners, LLC's Holding History (CIK: 0002052531)

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

Q4 2025
Shares 6,174 Value ($000) $594 Avg Close — Range —
Q3 2025
Shares 6,419 Value ($000) $620 Avg Close — Range —
Q2 2025
Shares 28,702 Value ($000) $2,640 Avg Close — Range —
Q1 2025
Shares 27,693 Value ($000) $2,356 Avg Close — Range —
Q4 2024
Shares 24,252 Value ($000) $2,144 Avg Close — Range —