ISHARES TR

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

BXM Wealth LLC's Holding History (CIK: 0002052379)

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

Q4 2025
Shares 1,166 Value ($000) $552 Avg Close — Range —
Q3 2025
Shares 1,111 Value ($000) $520 Avg Close — Range —
Q2 2025
Shares 1,111 Value ($000) $472 Avg Close — Range —
Q1 2025
Shares 1,111 Value ($000) $401 Avg Close — Range —
Q4 2024
Shares 1,111 Value ($000) $446 Avg Close — Range —