ISHARES TR

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

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 1,420 Value ($000) $672 Avg Close — Range —
Q3 2025
Shares 1,420 Value ($000) $665 Avg Close — Range —
Q2 2025
Shares 1,458 Value ($000) $619 Avg Close — Range —
Q1 2025
Shares 1,458 Value ($000) $526 Avg Close — Range —
Q4 2024
Shares 1,735 Value ($000) $697 Avg Close — Range —
Q3 2024
Shares 1,760 Value ($000) $661 Avg Close — Range —
Q2 2024
Shares 1,771 Value ($000) $646 Avg Close — Range —
Q1 2024
Shares 1,774 Value ($000) $598 Avg Close — Range —
Q4 2023
Shares 1,789 Value ($000) $542 Avg Close — Range —
Q3 2023
Shares 1,798 Value ($000) $478 Avg Close — Range —
Q2 2023
Shares 1,768 Value ($000) $487 Avg Close — Range —
Q1 2023
Shares 1,510 Value ($000) $369 Avg Close — Range —
Q4 2022
Shares 1,525 Value ($000) $327 Avg Close — Range —
Q3 2022
Shares 1,525 Value ($000) $321 Avg Close — Range —
Q2 2022
Shares 1,557 Value ($000) $341 Avg Close — Range —
Q1 2022
Shares 1,713 Value ($000) $478 Avg Close — Range —
Q4 2021
Shares 1,738 Value ($000) $532 Avg Close — Range —