ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

RFG - Bristol Wealth Advisors, LLC's Holding History (CIK: 0002055104)

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

Q4 2025
Shares 676 Value ($000) $252 Avg Close — Range —
Q3 2025
Shares 675 Value ($000) $247 Avg Close — Range —
Q2 2025
Shares 903 Value ($000) $307 Avg Close — Range —
Q1 2025
Shares 991 Value ($000) $304 Avg Close — Range —
Q4 2024
Shares 1,440 Value ($000) $464 Avg Close — Range —