ISHARES TR

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

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0002006637)

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

Q4 2025
Shares 2,078 Value ($000) $983 Avg Close — Range —
Q3 2025
Shares 2,055 Value ($000) $963 Avg Close — Range —
Q2 2025
Shares 2,082 Value ($000) $884 Avg Close — Range —
Q1 2025
Shares 708 Value ($000) $256 Avg Close — Range —
Q4 2024
Shares 708 Value ($000) $284 Avg Close — Range —
Q3 2024
Shares 714 Value ($000) $268 Avg Close — Range —
Q2 2024
Shares 714 Value ($000) $260 Avg Close — Range —
Q1 2024
Shares 714 Value ($000) $241 Avg Close — Range —
Q4 2023
Shares 41 Value ($000) $12 Avg Close — Range —
Q3 2023
Shares 41 Value ($000) $11 Avg Close — Range —