ISHARES TR

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

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 28,612 Value ($000) $5,185 Avg Close — Range —
Q3 2025
Shares 30,392 Value ($000) $5,374 Avg Close — Range —
Q2 2025
Shares 30,276 Value ($000) $4,776 Avg Close — Range —
Q1 2025
Shares 30,163 Value ($000) $4,554 Avg Close — Range —
Q4 2024
Shares 27,104 Value ($000) $4,450 Avg Close — Range —
Q3 2024
Shares 26,963 Value ($000) $4,498 Avg Close — Range —
Q2 2024
Shares 26,824 Value ($000) $4,085 Avg Close — Range —
Q1 2024
Shares 26,461 Value ($000) $4,202 Avg Close — Range —
Q4 2023
Shares 25,787 Value ($000) $3,576 Avg Close — Range —
Q3 2023
Shares 26,034 Value ($000) $3,536 Avg Close — Range —
Q2 2023
Shares 26,034 Value ($000) $3,666 Avg Close — Range —
Q1 2023
Shares 25,920 Value ($000) $3,552 Avg Close — Range —
Q4 2022
Shares 25,787 Value ($000) $3,576 Avg Close — Range —
Q3 2022
Shares 26,401 Value ($000) $3,404 Avg Close — Range —
Q2 2022
Shares 26,401 Value ($000) $3,595 Avg Close — Range —