ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 788 Value ($000) $294 Avg Close — Range —
Q3 2025
Shares 788 Value ($000) $288 Avg Close — Range —
Q2 2025
Shares 788 Value ($000) $268 Avg Close — Range —
Q1 2025
Shares 788 Value ($000) $242 Avg Close — Range —
Q4 2024
Shares 788 Value ($000) $254 Avg Close — Range —
Q3 2024
Shares 788 Value ($000) $248 Avg Close — Range —
Q2 2024
Shares 788 Value ($000) $234 Avg Close — Range —
Q1 2024
Shares 788 Value ($000) $227 Avg Close — Range —
Q4 2023
Shares 788 Value ($000) $207 Avg Close — Range —
Q4 2021
Shares 788 Value ($000) $208 Avg Close — Range —