ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

MA Private Wealth's Holding History (CIK: 0001767474)

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

Q4 2025
Shares 1,444 Value ($000) $539 Avg Close — Range —
Q3 2025
Shares 2,778 Value ($000) $1,015 Avg Close — Range —
Q2 2025
Shares 2,873 Value ($000) $976 Avg Close — Range —
Q1 2025
Shares 3,089 Value ($000) $948 Avg Close — Range —
Q4 2024
Shares 3,267 Value ($000) $1,052 Avg Close — Range —
Q3 2024
Shares 3,267 Value ($000) $1,027 Avg Close — Range —
Q2 2024
Shares 3,276 Value ($000) $975 Avg Close — Range —
Q4 2022
Shares 6,299 Value ($000) $1,326 Avg Close — Range —