ISHARES TR

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

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 7,435 Value ($000) $3,519 Avg Close — Range —
Q3 2025
Shares 6,244 Value ($000) $2,925 Avg Close — Range —
Q2 2025
Shares 6,327 Value ($000) $2,686 Avg Close — Range —
Q1 2025
Shares 5,419 Value ($000) $1,957 Avg Close — Range —
Q4 2024
Shares 5,425 Value ($000) $2,179 Avg Close — Range —
Q3 2024
Shares 1,520 Value ($000) $571 Avg Close — Range —
Q2 2024
Shares 2,253 Value ($000) $821 Avg Close — Range —
Q1 2024
Shares 1,053 Value ($000) $355 Avg Close — Range —
Q4 2023
Shares 1,053 Value ($000) $319 Avg Close — Range —