ISHARES TR

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

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 5,288 Value ($000) $1,708 Avg Close — Range —
Q3 2025
Shares 5,288 Value ($000) $1,692 Avg Close — Range —
Q2 2025
Shares 5,288 Value ($000) $1,512 Avg Close — Range —
Q1 2025
Shares 5,505 Value ($000) $1,407 Avg Close — Range —
Q4 2024
Shares 5,505 Value ($000) $1,584 Avg Close — Range —
Q3 2024
Shares 5,556 Value ($000) $1,578 Avg Close — Range —
Q2 2024
Shares 5,750 Value ($000) $1,509 Avg Close — Range —
Q1 2024
Shares 6,315 Value ($000) $1,710 Avg Close — Range —
Q4 2023
Shares 6,735 Value ($000) $1,699 Avg Close — Range —
Q3 2023
Shares 6,690 Value ($000) $1,500 Avg Close — Range —
Q2 2023
Shares 5,455 Value ($000) $1,324 Avg Close — Range —
Q1 2023
Shares 5,249 Value ($000) $1,191 Avg Close — Range —
Q4 2022
Shares 5,160 Value ($000) $1,107 Avg Close — Range —
Q3 2022
Shares 5,152 Value ($000) $1,064 Avg Close — Range —
Q2 2022
Shares 5,152 Value ($000) $1,063 Avg Close — Range —
Q1 2022
Shares 5,155 Value ($000) $1,318 Avg Close — Range —
Q4 2021
Shares 5,471 Value ($000) $1,603 Avg Close — Range —
Q3 2021
Shares 5,469 Value ($000) $1,606 Avg Close — Range —
Q2 2021
Shares 5,557 Value ($000) $1,732 Avg Close — Range —
Q3 2020
Shares 5,982 Value ($000) $1,325 Avg Close — Range —
Q1 2020
Shares 10,576 Value ($000) $1,673 Avg Close — Range —
Q4 2019
Shares 10,572 Value ($000) $2,265 Avg Close — Range —
Q3 2019
Shares 10,688 Value ($000) $2,060 Avg Close — Range —
Q2 2019
Shares 10,872 Value ($000) $2,184 Avg Close — Range —
Q1 2019
Shares 2,388 Value ($000) $470 Avg Close — Range —
Q4 2018
Shares 2,385 Value ($000) $401 Avg Close — Range —
Q3 2018
Shares 2,378 Value ($000) $504 Avg Close — Range —
Q2 2018
Shares 2,375 Value ($000) $490 Avg Close — Range —
Q1 2018
Shares 2,375 Value ($000) $441 Avg Close — Range —
Q4 2017
Shares 2,372 Value ($000) $451 Avg Close — Range —
Q3 2017
Shares 2,368 Value ($000) $428 Avg Close — Range —
Q2 2017
Shares 2,361 Value ($000) $397 Avg Close — Range —
Q1 2017
Shares 2,361 Value ($000) $372 Avg Close — Range —
Q4 2016
Shares 2,357 Value ($000) $369 Avg Close — Range —
Q3 2016
Shares 2,351 Value ($000) $348 Avg Close — Range —