ISHARES TR

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

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 9,692 Value ($000) $1,756 Avg Close — Range —
Q3 2025
Shares 9,881 Value ($000) $1,747 Avg Close — Range —
Q2 2025
Shares 10,330 Value ($000) $1,630 Avg Close — Range —
Q1 2025
Shares 9,827 Value ($000) $1,484 Avg Close — Range —
Q4 2024
Shares 9,133 Value ($000) $1,499 Avg Close — Range —
Q3 2024
Shares 9,656 Value ($000) $1,611 Avg Close — Range —