ISHARES TR

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

Kapstone Financial Advisors LLC's Holding History (CIK: 0001966087)

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

Q4 2025
Shares 7,366 Value ($000) $3,486 Avg Close — Range —
Q3 2025
Shares 7,369 Value ($000) $3,452 Avg Close — Range —
Q2 2025
Shares 7,369 Value ($000) $3,129 Avg Close — Range —
Q1 2025
Shares 7,412 Value ($000) $2,676 Avg Close — Range —
Q4 2024
Shares 7,418 Value ($000) $3,038 Avg Close — Range —
Q3 2024
Shares 7,418 Value ($000) $2,772 Avg Close — Range —
Q2 2024
Shares 7,426 Value ($000) $2,707 Avg Close — Range —
Q1 2024
Shares 7,434 Value ($000) $2,506 Avg Close — Range —
Q4 2023
Shares 7,451 Value ($000) $2,352 Avg Close — Range —
Q3 2023
Shares 7,802 Value ($000) $2,075 Avg Close — Range —
Q2 2023
Shares 7,802 Value ($000) $2,215 Avg Close — Range —
Q1 2023
Shares 7,830 Value ($000) $1,919 Avg Close — Range —
Q4 2022
Shares 7,846 Value ($000) $1,898 Avg Close — Range —