ISHARES TR

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

LWM ADVISORS INC's Holding History (CIK: 0002067328)

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

Q4 2025
Shares 38,159 Value ($000) $6,915 Avg Close — Range —
Q3 2025
Shares 37,400 Value ($000) $6,613 Avg Close — Range —
Q2 2025
Shares 36,227 Value ($000) $5,715 Avg Close — Range —
Q1 2025
Shares 36,609 Value ($000) $5,464 Avg Close — Range —
Q4 2024
Shares 36,179 Value ($000) $5,940 Avg Close — Range —