ISHARES TR

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

Windward Private Wealth Management Inc.'s Holding History (CIK: 0001835866)

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

Q4 2024
Shares 697 Value ($000) $201 Avg Close — Range —
Q3 2024
Shares 710 Value ($000) $202 Avg Close — Range —
Q3 2023
Shares 936 Value ($000) $210 Avg Close — Range —
Q2 2023
Shares 936 Value ($000) $227 Avg Close — Range —
Q1 2023
Shares 936 Value ($000) $212 Avg Close — Range —
Q4 2022
Shares 1,094 Value ($000) $235 Avg Close — Range —
Q3 2022
Shares 1,106 Value ($000) $228 Avg Close — Range —
Q2 2022
Shares 1,106 Value ($000) $228 Avg Close — Range —
Q1 2022
Shares 795 Value ($000) $203 Avg Close — Range —
Q4 2021
Shares 1,081 Value ($000) $317 Avg Close — Range —
Q3 2021
Shares 970 Value ($000) $285 Avg Close — Range —
Q2 2021
Shares 970 Value ($000) $302 Avg Close — Range —
Q1 2021
Shares 970 Value ($000) $292 Avg Close — Range —
Q4 2020
Shares 1,135 Value ($000) $325 Avg Close — Range —