ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025
Shares 36,321 Value ($000) $6,582 Avg Close — Range —
Q3 2025
Shares 35,186 Value ($000) $6,221 Avg Close — Range —
Q2 2025
Shares 38,480 Value ($000) $6,071 Avg Close — Range —
Q1 2025
Shares 39,299 Value ($000) $5,933 Avg Close — Range —
Q4 2024
Shares 41,040 Value ($000) $6,738 Avg Close — Range —
Q3 2024
Shares 44,224 Value ($000) $7,377 Avg Close — Range —
Q2 2024
Shares 42,965 Value ($000) $6,544 Avg Close — Range —
Q1 2024
Shares 52,657 Value ($000) $8,195 Avg Close — Range —
Q4 2023
Shares 47,702 Value ($000) $7,410 Avg Close — Range —
Q3 2023
Shares 48,167 Value ($000) $6,657 Avg Close — Range —
Q2 2023
Shares 65,871 Value ($000) $9,869 Avg Close — Range —
Q4 2022
Shares 49,378 Value ($000) $6,851 Avg Close — Range —
Q3 2022
Shares 39,749 Value ($000) $5,125 Avg Close — Range —
Q2 2022
Shares 50,098 Value ($000) $6,821 Avg Close — Range —