ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 1,319 Value ($000) $501 Avg Close — Range —
Q3 2025
Shares 1,307 Value ($000) $479 Avg Close — Range —
Q2 2025
Shares 1,307 Value ($000) $454 Avg Close — Range —
Q1 2025
Shares 1,233 Value ($000) $378 Avg Close — Range —
Q4 2024
Shares 909 Value ($000) $293 Avg Close — Range —
Q3 2024
Shares 918 Value ($000) $289 Avg Close — Range —
Q2 2024
Shares 919 Value ($000) $273 Avg Close — Range —
Q1 2024
Shares 832 Value ($000) $240 Avg Close — Range —
Q4 2023
Shares 831 Value ($000) $218 Avg Close — Range —