ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Joseph Group Capital Management's Holding History (CIK: 0001910383)

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

Q4 2025
Shares 967 Value ($000) $361 Avg Close — Range —
Q3 2025
Shares 1,199 Value ($000) $438 Avg Close — Range —
Q2 2025
Shares 1,256 Value ($000) $427 Avg Close — Range —
Q1 2025
Shares 1,259 Value ($000) $386 Avg Close — Range —
Q4 2024
Shares 1,261 Value ($000) $406 Avg Close — Range —
Q3 2024
Shares 1,419 Value ($000) $446 Avg Close — Range —
Q2 2024
Shares 1,419 Value ($000) $422 Avg Close — Range —
Q3 2023
Shares 1,619 Value ($000) $380 Avg Close — Range —
Q1 2023
Shares 1,619 Value ($000) $365 Avg Close — Range —
Q4 2022
Shares 1,619 Value ($000) $341 Avg Close — Range —
Q3 2022
Shares 2,049 Value ($000) $404 Avg Close — Range —
Q2 2022
Shares 2,049 Value ($000) $426 Avg Close — Range —
Q1 2022
Shares 2,049 Value ($000) $512 Avg Close — Range —
Q4 2021
Shares 2,049 Value ($000) $542 Avg Close — Range —