ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 28,520 Value ($000) $13,498 Avg Close — Range —
Q3 2025
Shares 29,870 Value ($000) $13,991 Avg Close — Range —
Q2 2025
Shares 28,604 Value ($000) $12,145 Avg Close — Range —
Q1 2025
Shares 28,636 Value ($000) $10,340 Avg Close — Range —
Q4 2024
Shares 28,884 Value ($000) $11,599 Avg Close — Range —
Q3 2024
Shares 29,044 Value ($000) $10,902 Avg Close — Range —
Q2 2024
Shares 29,568 Value ($000) $10,778 Avg Close — Range —
Q1 2024
Shares 29,374 Value ($000) $9,900 Avg Close — Range —
Q4 2023
Shares 29,665 Value ($000) $8,993 Avg Close — Range —
Q3 2023
Shares 28,221 Value ($000) $7,506 Avg Close — Range —
Q2 2023
Shares 29,254 Value ($000) $8,050 Avg Close — Range —
Q1 2023
Shares 30,254 Value ($000) $7,392 Avg Close — Range —
Q4 2022
Shares 30,639 Value ($000) $6,564 Avg Close — Range —
Q3 2022
Shares 31,055 Value ($000) $6,534 Avg Close — Range —
Q2 2022
Shares 31,055 Value ($000) $6,792 Avg Close — Range —
Q1 2022
Shares 30,638 Value ($000) $8,506 Avg Close — Range —
Q4 2021
Shares 30,221 Value ($000) $9,235 Avg Close — Range —
Q3 2021
Shares 33,121 Value ($000) $9,076 Avg Close — Range —
Q2 2021
Shares 34,612 Value ($000) $9,397 Avg Close — Range —
Q3 2020
Shares 38,033 Value ($000) $8,249 Avg Close — Range —
Q1 2020
Shares 37,765 Value ($000) $5,689 Avg Close — Range —
Q4 2019
Shares 44,613 Value ($000) $7,848 Avg Close — Range —
Q3 2019
Shares 45,961 Value ($000) $7,337 Avg Close — Range —
Q2 2019
Shares 45,960 Value ($000) $7,231 Avg Close — Range —