ISHARES TR

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

Williams Jones Wealth Management, LLC.'s Holding History (CIK: 0001788587)

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

Q4 2025
Shares 909 Value ($000) $430 Avg Close — Range —
Q3 2025
Shares 685 Value ($000) $321 Avg Close — Range —
Q2 2025
Shares 685 Value ($000) $291 Avg Close — Range —
Q1 2025
Shares 690 Value ($000) $249 Avg Close — Range —
Q4 2024
Shares 1,170 Value ($000) $470 Avg Close — Range —
Q3 2024
Shares 715 Value ($000) $268 Avg Close — Range —
Q2 2024
Shares 747 Value ($000) $272 Avg Close — Range —
Q1 2022
Shares 1,618 Value ($000) $449 Avg Close — Range —
Q4 2021
Shares 1,419 Value ($000) $434 Avg Close — Range —
Q3 2021
Shares 1,419 Value ($000) $389 Avg Close — Range —
Q2 2021
Shares 1,419 Value ($000) $385 Avg Close — Range —