ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Philip James Wealth Mangement, LLC's Holding History (CIK: 0002002630)

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

Q4 2025
Shares 2,331 Value ($000) $870 Avg Close — Range —
Q3 2025
Shares 2,463 Value ($000) $900 Avg Close — Range —
Q2 2025
Shares 3,975 Value ($000) $1,350 Avg Close — Range —
Q1 2025
Shares 3,976 Value ($000) $1,220 Avg Close — Range —
Q4 2024
Shares 4,047 Value ($000) $1,304 Avg Close — Range —
Q3 2024
Shares 4,047 Value ($000) $1,272 Avg Close — Range —
Q2 2024
Shares 4,033 Value ($000) $1,200 Avg Close — Range —
Q1 2024
Shares 4,023 Value ($000) $1,159 Avg Close — Range —
Q4 2023
Shares 4,055 Value ($000) $1,063 Avg Close — Range —