ISHARES TR

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

LMG Wealth Partners, LLC's Holding History (CIK: 0001965772)

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

Q4 2025
Shares 13,166 Value ($000) $2,386 Avg Close — Range —
Q3 2025
Shares 14,049 Value ($000) $2,484 Avg Close — Range —
Q2 2025
Shares 2,392 Value ($000) $377 Avg Close — Range —
Q1 2025
Shares 2,392 Value ($000) $361 Avg Close — Range —
Q4 2024
Shares 2,392 Value ($000) $393 Avg Close — Range —
Q3 2024
Shares 2,392 Value ($000) $399 Avg Close — Range —
Q2 2024
Shares 2,392 Value ($000) $364 Avg Close — Range —
Q1 2024
Shares 2,392 Value ($000) $380 Avg Close — Range —
Q4 2023
Shares 2,392 Value ($000) $372 Avg Close — Range —
Q3 2023
Shares 2,392 Value ($000) $324 Avg Close — Range —
Q2 2023
Shares 2,392 Value ($000) $337 Avg Close — Range —
Q1 2023
Shares 2,392 Value ($000) $328 Avg Close — Range —
Q4 2022
Shares 2,392 Value ($000) $354 Avg Close — Range —