ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

SHELTON WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001903883)

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

Q4 2025
Shares 15,440 Value ($000) $5,766 Avg Close Range
Q3 2025
Shares 15,683 Value ($000) $5,732 Avg Close Range
Q2 2025
Shares 15,524 Value ($000) $5,271 Avg Close Range
Q1 2025
Shares 16,467 Value ($000) $5,051 Avg Close Range
Q4 2024
Shares 16,466 Value ($000) $5,305 Avg Close Range
Q3 2024
Shares 16,766 Value ($000) $5,271 Avg Close Range
Q2 2024
Shares 16,885 Value ($000) $5,024 Avg Close Range
Q1 2024
Shares 18,095 Value ($000) $5,212 Avg Close Range
Q4 2023
Shares 20,056 Value ($000) $5,260 Avg Close Range
Q3 2023
Shares 25,485 Value ($000) $5,987 Avg Close Range
Q2 2023
Shares 26,362 Value ($000) $6,425 Avg Close Range
Q1 2023
Shares 26,800 Value ($000) $6,036 Avg Close Range
Q4 2022
Shares 31,724 Value ($000) $6,679 Avg Close Range
Q3 2022
Shares 31,654 Value ($000) $6,246 Avg Close Range
Q2 2022
Shares 31,852 Value ($000) $6,618 Avg Close Range
Q1 2022
Shares 32,673 Value ($000) $8,171 Avg Close Range
Q4 2021
Shares 33,236 Value ($000) $8,789 Avg Close Range