ISHARES TR

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

LWM ADVISORS INC's Holding History (CIK: 0002067328)

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

Q4 2025
Shares 49,730 Value ($000) $23,537 Avg Close — Range —
Q3 2025
Shares 50,303 Value ($000) $23,563 Avg Close — Range —
Q2 2025
Shares 51,404 Value ($000) $21,825 Avg Close — Range —
Q1 2025
Shares 52,011 Value ($000) $19,491 Avg Close — Range —
Q4 2024
Shares 54,186 Value ($000) $21,760 Avg Close — Range —