ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q4 2025
Shares 3,205 Value ($000) $1,212 Avg Close — Range —
Q3 2025
Shares 3,301 Value ($000) $1,229 Avg Close — Range —
Q2 2025
Shares 3,494 Value ($000) $1,194 Avg Close — Range —
Q1 2025
Shares 3,490 Value ($000) $1,055 Avg Close — Range —
Q4 2024
Shares 3,524 Value ($000) $1,162 Avg Close — Range —
Q3 2024
Shares 3,524 Value ($000) $1,129 Avg Close — Range —
Q2 2024
Shares 4,404 Value ($000) $1,300 Avg Close — Range —
Q1 2024
Shares 4,404 Value ($000) $1,278 Avg Close — Range —
Q4 2023
Shares 4,404 Value ($000) $1,176 Avg Close — Range —
Q3 2023
Shares 4,426 Value ($000) $1,060 Avg Close — Range —
Q2 2023
Shares 4,404 Value ($000) $1,082 Avg Close — Range —
Q1 2023
Shares 4,404 Value ($000) $985 Avg Close — Range —