ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

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

Q2 2025
Shares 800 Value ($000) $272 Avg Close — Range —
Q1 2025
Shares 800 Value ($000) $245 Avg Close — Range —
Q4 2024
Shares 850 Value ($000) $274 Avg Close — Range —
Q3 2024
Shares 850 Value ($000) $267 Avg Close — Range —
Q2 2024
Shares 850 Value ($000) $253 Avg Close — Range —
Q1 2024
Shares 850 Value ($000) $245 Avg Close — Range —
Q4 2023
Shares 890 Value ($000) $233 Avg Close — Range —
Q3 2023
Shares 890 Value ($000) $209 Avg Close — Range —
Q2 2023
Shares 955 Value ($000) $233 Avg Close — Range —
Q1 2023
Shares 995 Value ($000) $224 Avg Close — Range —
Q4 2022
Shares 1,068 Value ($000) $225 Avg Close — Range —
Q3 2022
Shares 1,068 Value ($000) $211 Avg Close — Range —
Q2 2022
Shares 1,132 Value ($000) $235 Avg Close — Range —
Q1 2022
Shares 4,264 Value ($000) $1,066 Avg Close — Range —
Q4 2021
Shares 4,444 Value ($000) $1,175 Avg Close — Range —