ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 41,092 Value ($000) $15,346 Avg Close — Range —
Q3 2025
Shares 41,242 Value ($000) $15,073 Avg Close — Range —
Q2 2025
Shares 39,724 Value ($000) $13,489 Avg Close — Range —
Q1 2025
Shares 41,219 Value ($000) $12,644 Avg Close — Range —
Q4 2024
Shares 26,471 Value ($000) $8,528 Avg Close — Range —
Q3 2024
Shares 26,689 Value ($000) $8,391 Avg Close — Range —
Q2 2024
Shares 26,719 Value ($000) $7,950 Avg Close — Range —
Q1 2024
Shares 26,233 Value ($000) $7,556 Avg Close — Range —
Q4 2023
Shares 25,657 Value ($000) $6,729 Avg Close — Range —
Q3 2023
Shares 25,707 Value ($000) $6,039 Avg Close — Range —
Q2 2023
Shares 25,716 Value ($000) $6,268 Avg Close — Range —
Q1 2023
Shares 25,714 Value ($000) $5,792 Avg Close — Range —
Q4 2022
Shares 26,071 Value ($000) $5,489 Avg Close — Range —
Q3 2022
Shares 25,608 Value ($000) $5,053 Avg Close — Range —
Q2 2022
Shares 28,179 Value ($000) $5,855 Avg Close — Range —
Q1 2022
Shares 29,725 Value ($000) $7,433 Avg Close — Range —
Q4 2021
Shares 18,728 Value ($000) $4,952 Avg Close — Range —