ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 110,423 Value ($000) $35,668 Avg Close — Range —
Q3 2025
Shares 74,380 Value ($000) $23,837 Avg Close — Range —
Q2 2025
Shares 68,292 Value ($000) $19,522 Avg Close — Range —
Q1 2025
Shares 68,325 Value ($000) $17,459 Avg Close — Range —
Q4 2024
Shares 127,655 Value ($000) $36,742 Avg Close — Range —
Q3 2024
Shares 11,759 Value ($000) $3,340 Avg Close — Range —
Q2 2024
Shares 128,318 Value ($000) $35 Avg Close — Range —
Q1 2024
Shares 63,267 Value ($000) $17 Avg Close — Range —
Q4 2023
Shares 3,947 Value ($000) $1 Avg Close — Range —