ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025
Shares 91,621 Value ($000) $19,272 Avg Close — Range —
Q3 2025
Shares 91,696 Value ($000) $18,668 Avg Close — Range —
Q2 2025
Shares 92,069 Value ($000) $17,883 Avg Close — Range —
Q1 2025
Shares 92,069 Value ($000) $17,324 Avg Close — Range —
Q4 2024
Shares 92,069 Value ($000) $17,045 Avg Close — Range —
Q3 2024
Shares 92,069 Value ($000) $17,475 Avg Close — Range —
Q2 2024
Shares 3,987 Value ($000) $696 Avg Close — Range —
Q1 2024
Shares 92,069 Value ($000) $16,100 Avg Close — Range —
Q4 2023
Shares 3,614 Value ($000) $597 Avg Close — Range —
Q3 2023
Shares 3,614 Value ($000) $555 Avg Close — Range —
Q2 2023
Shares 3,614 Value ($000) $191 Avg Close — Range —
Q4 2022
Shares 4,939 Value ($000) $749 Avg Close — Range —
Q3 2022
Shares 4,939 Value ($000) $672 Avg Close — Range —
Q2 2022
Shares 4,939 Value ($000) $716 Avg Close — Range —