ISHARES TR

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

VANCE WEALTH, LLC's Holding History (CIK: 0001910854)

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

Q4 2025
Shares 13,233 Value ($000) $2,398 Avg Close — Range —
Q3 2025
Shares 13,732 Value ($000) $2,428 Avg Close — Range —
Q2 2025
Shares 14,128 Value ($000) $2,229 Avg Close — Range —
Q1 2025
Shares 19,897 Value ($000) $3,004 Avg Close — Range —
Q4 2024
Shares 22,172 Value ($000) $3,640 Avg Close — Range —
Q3 2024
Shares 22,455 Value ($000) $3,746 Avg Close — Range —
Q2 2024
Shares 20,427 Value ($000) $3,111 Avg Close — Range —
Q1 2024
Shares 19,371 Value ($000) $3,076 Avg Close — Range —
Q4 2023
Shares 18,994 Value ($000) $2,950 Avg Close — Range —
Q3 2023
Shares 18,445 Value ($000) $2,500 Avg Close — Range —
Q2 2023
Shares 18,297 Value ($000) $2,576 Avg Close — Range —
Q1 2023
Shares 20,218 Value ($000) $2,770 Avg Close — Range —
Q4 2022
Shares 15,439 Value ($000) $2,141 Avg Close — Range —
Q3 2022
Shares 13,854 Value ($000) $1,786 Avg Close — Range —
Q2 2022
Shares 12,128 Value ($000) $1,651 Avg Close — Range —
Q1 2022
Shares 7,575 Value ($000) $1,223 Avg Close — Range —