ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025
Shares 26,159 Value ($000) $9,769 Avg Close — Range —
Q3 2025
Shares 25,891 Value ($000) $9,463 Avg Close — Range —
Q2 2025
Shares 27,252 Value ($000) $9,254 Avg Close — Range —
Q1 2025
Shares 28,202 Value ($000) $8,651 Avg Close — Range —
Q4 2024
Shares 28,202 Value ($000) $9,086 Avg Close — Range —
Q3 2024
Shares 29,687 Value ($000) $9,333 Avg Close — Range —
Q2 2024
Shares 24,377 Value ($000) $7,253 Avg Close — Range —
Q1 2024
Shares 62,532 Value ($000) $17,776 Avg Close — Range —
Q4 2023
Shares 27,971 Value ($000) $7,336 Avg Close — Range —
Q3 2023
Shares 27,971 Value ($000) $6,888 Avg Close — Range —
Q2 2023
Shares 68,868 Value ($000) $17,328 Avg Close — Range —
Q4 2022
Shares 27,537 Value ($000) $5,797 Avg Close — Range —
Q3 2022
Shares 19,730 Value ($000) $3,223 Avg Close — Range —
Q2 2022
Shares 9,871 Value ($000) $2,051 Avg Close — Range —