ISHARES TR

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

ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Holding History (CIK: 0001906227)

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

Q4 2025
Shares 711 Value ($000) $337 Avg Close — Range —
Q3 2025
Shares 711 Value ($000) $333 Avg Close — Range —
Q2 2025
Shares 711 Value ($000) $302 Avg Close — Range —
Q1 2025
Shares 711 Value ($000) $286 Avg Close — Range —
Q4 2024
Shares 711 Value ($000) $267 Avg Close — Range —
Q3 2024
Shares 711 Value ($000) $259 Avg Close — Range —
Q2 2024
Shares 1,422 Value ($000) $499 Avg Close — Range —
Q1 2024
Shares 711 Value ($000) $240 Avg Close — Range —
Q4 2023
Shares 711 Value ($000) $216 Avg Close — Range —
Q1 2022
Shares 711 Value ($000) $217 Avg Close — Range —
Q4 2021
Shares 711 Value ($000) $217 Avg Close — Range —