ISHARES TR

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

O'ROURKE & COMPANY, Inc's Holding History (CIK: 0001911468)

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

Q4 2025
Shares 1,432 Value ($000) $678 Avg Close — Range —
Q3 2025
Shares 1,564 Value ($000) $733 Avg Close — Range —
Q2 2025
Shares 1,686 Value ($000) $716 Avg Close — Range —
Q1 2025
Shares 1,700 Value ($000) $614 Avg Close — Range —
Q4 2024
Shares 1,723 Value ($000) $692 Avg Close — Range —
Q3 2024
Shares 1,737 Value ($000) $652 Avg Close — Range —
Q2 2024
Shares 1,749 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 1,782 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 1,786 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 1,153 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 1,186 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 1,185 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 1,184 Value ($000) $0 Avg Close — Range —