ISHARES TR

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

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q4 2025
Shares 27,924 Value ($000) $5,608 Avg Close — Range —
Q3 2025
Shares 1,173 Value ($000) $207 Avg Close — Range —