ISHARES TR

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 1,690 Value ($000) $800 Avg Close — Range —
Q3 2025
Shares 1,140 Value ($000) $534 Avg Close — Range —
Q2 2025
Shares 1,191 Value ($000) $506 Avg Close — Range —
Q1 2025
Shares 1,042 Value ($000) $376 Avg Close — Range —
Q4 2024
Shares 1,052 Value ($000) $423 Avg Close — Range —
Q2 2024
Shares 17 Value ($000) $6 Avg Close — Range —