ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Holding History (CIK: 0001906227)

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

Q4 2025
Shares 3,969 Value ($000) $1,482 Avg Close — Range —
Q3 2025
Shares 4,501 Value ($000) $1,645 Avg Close — Range —
Q2 2025
Shares 4,641 Value ($000) $1,576 Avg Close — Range —
Q1 2025
Shares 5,696 Value ($000) $1,835 Avg Close — Range —
Q4 2024
Shares 5,696 Value ($000) $1,791 Avg Close — Range —
Q3 2024
Shares 5,696 Value ($000) $1,695 Avg Close — Range —
Q2 2024
Shares 11,392 Value ($000) $3,335 Avg Close — Range —
Q1 2024
Shares 5,696 Value ($000) $1,641 Avg Close — Range —
Q4 2023
Shares 6,451 Value ($000) $1,692 Avg Close — Range —
Q3 2023
Shares 6,451 Value ($000) $1,515 Avg Close — Range —
Q2 2023
Shares 6,451 Value ($000) $1,572 Avg Close — Range —
Q1 2023
Shares 6,451 Value ($000) $1,453 Avg Close — Range —
Q4 2022
Shares 6,451 Value ($000) $1,358 Avg Close — Range —
Q3 2022
Shares 6,686 Value ($000) $1,319 Avg Close — Range —
Q2 2022
Shares 7,066 Value ($000) $1,767 Avg Close — Range —
Q1 2022
Shares 7,066 Value ($000) $1,868 Avg Close — Range —
Q4 2021
Shares 7,066 Value ($000) $1,868 Avg Close — Range —