ISHARES TR

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

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 83,815 Value ($000) $39,670 Avg Close — Range —
Q3 2025
Shares 83,851 Value ($000) $39,277 Avg Close — Range —
Q2 2025
Shares 82,157 Value ($000) $34,882 Avg Close — Range —
Q1 2025
Shares 79,899 Value ($000) $28,851 Avg Close — Range —
Q4 2024
Shares 89,455 Value ($000) $35,923 Avg Close — Range —
Q3 2024
Shares 87,923 Value ($000) $33,005 Avg Close — Range —
Q2 2024
Shares 89,801 Value ($000) $32,733 Avg Close — Range —
Q1 2024
Shares 66,553 Value ($000) $22,432 Avg Close — Range —
Q4 2023
Shares 57,806 Value ($000) $17,525 Avg Close — Range —
Q3 2023
Shares 38,019 Value ($000) $10,113 Avg Close — Range —
Q2 2023
Shares 3,111 Value ($000) $856 Avg Close — Range —