ISHARES TR

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

North Berkeley Wealth Management, LLC's Holding History (CIK: 0002062383)

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

Q4 2025
Shares 13,410 Value ($000) $1,291 Avg Close — Range —
Q3 2025
Shares 13,410 Value ($000) $1,295 Avg Close — Range —
Q2 2025
Shares 13,410 Value ($000) $1,233 Avg Close — Range —
Q4 2024
Shares 2,317 Value ($000) $205 Avg Close — Range —