ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 6,803 Value ($000) $2,540 Avg Close — Range —
Q3 2025
Shares 6,802 Value ($000) $2,486 Avg Close — Range —
Q2 2025
Shares 7,463 Value ($000) $2,534 Avg Close — Range —
Q1 2025
Shares 3,015 Value ($000) $925 Avg Close — Range —
Q4 2024
Shares 3,014 Value ($000) $971 Avg Close — Range —
Q3 2024
Shares 3,561 Value ($000) $1,120 Avg Close — Range —
Q2 2024
Shares 3,580 Value ($000) $1,065 Avg Close — Range —
Q1 2024
Shares 3,559 Value ($000) $1,025 Avg Close — Range —
Q4 2023
Shares 4,380 Value ($000) $1,149 Avg Close — Range —
Q3 2023
Shares 4,183 Value ($000) $983 Avg Close — Range —
Q2 2023
Shares 3,127 Value ($000) $762 Avg Close — Range —
Q1 2023
Shares 1,923 Value ($000) $433 Avg Close — Range —
Q4 2022
Shares 1,272 Value ($000) $268 Avg Close — Range —
Q3 2022
Shares 1,272 Value ($000) $251 Avg Close — Range —
Q2 2022
Shares 1,271 Value ($000) $264 Avg Close — Range —
Q1 2022
Shares 1,648 Value ($000) $412 Avg Close — Range —
Q4 2021
Shares 1,644 Value ($000) $435 Avg Close — Range —
Q3 2021
Shares 1,473 Value ($000) $356 Avg Close — Range —
Q2 2021
Shares 1,469 Value ($000) $356 Avg Close — Range —