ISHARES TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 47,040 Value ($000) $8,524 Avg Close Range
Q3 2025
Shares 46,087 Value ($000) $8,149 Avg Close Range
Q2 2025
Shares 42,409 Value ($000) $6,690 Avg Close Range
Q1 2025
Shares 42,028 Value ($000) $6,345 Avg Close Range
Q4 2024
Shares 41,680 Value ($000) $6,843 Avg Close Range
Q3 2024
Shares 42,018 Value ($000) $7,010 Avg Close Range
Q2 2024
Shares 36,427 Value ($000) $5,548 Avg Close Range
Q1 2024
Shares 37,167 Value ($000) $5,903 Avg Close Range
Q4 2023
Shares 35,090 Value ($000) $5,451 Avg Close Range
Q3 2023
Shares 31,255 Value ($000) $4,237 Avg Close Range
Q2 2023
Shares 30,494 Value ($000) $4,294 Avg Close Range
Q1 2023
Shares 26,475 Value ($000) $3,628 Avg Close Range
Q4 2022
Shares 27,341 Value ($000) $3,791 Avg Close Range
Q3 2022
Shares 27,856 Value ($000) $3,591 Avg Close Range
Q2 2022
Shares 29,236 Value ($000) $3,980 Avg Close Range
Q1 2022
Shares 26,141 Value ($000) $4,219 Avg Close Range
Q4 2021
Shares 21,326 Value ($000) $3,541 Avg Close Range