ISHARES TR

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

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2025
Shares 4,928 Value ($000) $2,332 Avg Close — Range —
Q3 2025
Shares 4,928 Value ($000) $2,308 Avg Close — Range —
Q2 2025
Shares 4,928 Value ($000) $2,092 Avg Close — Range —
Q1 2025
Shares 4,927 Value ($000) $1,779 Avg Close — Range —
Q4 2024
Shares 4,927 Value ($000) $1,979 Avg Close — Range —
Q3 2024
Shares 4,927 Value ($000) $1,849 Avg Close — Range —
Q2 2024
Shares 4,927 Value ($000) $1,796 Avg Close — Range —
Q4 2023
Shares 4,045 Value ($000) $1,226 Avg Close — Range —
Q3 2023
Shares 4,045 Value ($000) $1,076 Avg Close — Range —
Q2 2023
Shares 1,940 Value ($000) $534 Avg Close — Range —
Q4 2022
Shares 953 Value ($000) $204 Avg Close — Range —
Q3 2022
Shares 1,083 Value ($000) $228 Avg Close — Range —
Q2 2022
Shares 1,093 Value ($000) $239 Avg Close — Range —
Q1 2022
Shares 4,312 Value ($000) $1,317 Avg Close — Range —
Q4 2021
Shares 4,312 Value ($000) $1,317 Avg Close — Range —
Q3 2021
Shares 1,876 Value ($000) $514 Avg Close — Range —
Q2 2021
Shares 1,876 Value ($000) $509 Avg Close — Range —
Q1 2021
Shares 8,039 Value ($000) $1,954 Avg Close — Range —
Q4 2020
Shares 8,039 Value ($000) $1,939 Avg Close — Range —