ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 2,294 Value ($000) $857 Avg Close — Range —
Q3 2025
Shares 2,219 Value ($000) $811 Avg Close — Range —
Q2 2025
Shares 2,195 Value ($000) $746 Avg Close — Range —
Q1 2025
Shares 2,200 Value ($000) $675 Avg Close — Range —
Q4 2024
Shares 2,261 Value ($000) $728 Avg Close — Range —
Q3 2024
Shares 2,115 Value ($000) $665 Avg Close — Range —