ISHARES TR

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

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 1,513 Value ($000) $716 Avg Close — Range —
Q3 2025
Shares 1,520 Value ($000) $712 Avg Close — Range —
Q2 2025
Shares 1,560 Value ($000) $662 Avg Close — Range —
Q1 2025
Shares 1,560 Value ($000) $563 Avg Close — Range —
Q4 2024
Shares 1,560 Value ($000) $626 Avg Close — Range —
Q3 2024
Shares 1,577 Value ($000) $592 Avg Close — Range —
Q2 2024
Shares 1,584 Value ($000) $578 Avg Close — Range —
Q1 2024
Shares 1,591 Value ($000) $536 Avg Close — Range —
Q4 2023
Shares 2,070 Value ($000) $628 Avg Close — Range —
Q3 2023
Shares 1,436 Value ($000) $382 Avg Close — Range —
Q2 2023
Shares 2,115 Value ($000) $584 Avg Close — Range —
Q1 2023
Shares 1,500 Value ($000) $366 Avg Close — Range —
Q4 2022
Shares 1,401 Value ($000) $300 Avg Close — Range —