ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 1,208 Value ($000) $451 Avg Close — Range —
Q3 2025
Shares 1,154 Value ($000) $422 Avg Close — Range —
Q2 2025
Shares 1,314 Value ($000) $446 Avg Close — Range —
Q1 2025
Shares 1,301 Value ($000) $399 Avg Close — Range —
Q4 2024
Shares 1,138 Value ($000) $367 Avg Close — Range —
Q3 2024
Shares 1,118 Value ($000) $352 Avg Close — Range —
Q2 2024
Shares 1,052 Value ($000) $313 Avg Close — Range —
Q1 2024
Shares 2,041 Value ($000) $588 Avg Close — Range —
Q4 2023
Shares 2,005 Value ($000) $526 Avg Close — Range —
Q3 2023
Shares 1,902 Value ($000) $447 Avg Close — Range —