ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holding History (CIK: 0002011649)

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

Q4 2025
Shares 21,509 Value ($000) $8,142 Avg Close — Range —
Q3 2025
Shares 21,509 Value ($000) $7,855 Avg Close — Range —
Q2 2025
Shares 21,509 Value ($000) $7,304 Avg Close — Range —
Q1 2025
Shares 21,509 Value ($000) $6,598 Avg Close — Range —
Q4 2024
Shares 21,509 Value ($000) $6,929 Avg Close — Range —
Q3 2024
Shares 21,509 Value ($000) $6,762 Avg Close — Range —
Q2 2024
Shares 21,509 Value ($000) $6,400 Avg Close — Range —
Q1 2024
Shares 21,509 Value ($000) $6,195 Avg Close — Range —
Q4 2023
Shares 21,084 Value ($000) $5,529 Avg Close — Range —