ISHARES TR

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

STAGE HARBOR FINANCIAL, LLC's Holding History (CIK: 0001934721)

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

Q4 2025
Shares 12,949 Value ($000) $6,129 Avg Close — Range —
Q3 2025
Shares 12,880 Value ($000) $6,033 Avg Close — Range —
Q2 2025
Shares 13,100 Value ($000) $5,562 Avg Close — Range —
Q1 2025
Shares 17,803 Value ($000) $6,428 Avg Close — Range —
Q4 2024
Shares 17,827 Value ($000) $7,159 Avg Close — Range —
Q3 2024
Shares 17,811 Value ($000) $6,768 Avg Close — Range —
Q2 2024
Shares 18,701 Value ($000) $6,817 Avg Close — Range —
Q1 2024
Shares 18,713 Value ($000) $6,307 Avg Close — Range —
Q4 2023
Shares 18,713 Value ($000) $5,673 Avg Close — Range —