ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q4 2025
Shares 40,632 Value ($000) $15,174 Avg Close — Range —
Q3 2025
Shares 39,744 Value ($000) $14,526 Avg Close — Range —
Q2 2025
Shares 39,535 Value ($000) $13,425 Avg Close — Range —
Q1 2025
Shares 41,381 Value ($000) $12,693 Avg Close — Range —
Q4 2024
Shares 39,138 Value ($000) $12,609 Avg Close — Range —
Q3 2024
Shares 38,652 Value ($000) $12,152 Avg Close — Range —
Q2 2024
Shares 36,544 Value ($000) $10,873 Avg Close — Range —
Q1 2024
Shares 36,577 Value ($000) $10,535 Avg Close — Range —
Q4 2023
Shares 36,590 Value ($000) $9,596 Avg Close — Range —
Q3 2023
Shares 35,682 Value ($000) $8,382 Avg Close — Range —
Q2 2023
Shares 36,536 Value ($000) $8,905 Avg Close — Range —
Q1 2023
Shares 36,878 Value ($000) $8,306 Avg Close — Range —
Q4 2022
Shares 36,404 Value ($000) $7,664 Avg Close — Range —
Q3 2022
Shares 33,858 Value ($000) $6,681 Avg Close — Range —
Q2 2022
Shares 27,783 Value ($000) $5,772 Avg Close — Range —
Q4 2021
Shares 22,758 Value ($000) $6,018 Avg Close — Range —