ISHARES TR

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

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 1,658 Value ($000) $536 Avg Close — Range —
Q3 2025
Shares 1,658 Value ($000) $531 Avg Close — Range —
Q2 2025
Shares 1,658 Value ($000) $474 Avg Close — Range —
Q1 2025
Shares 1,671 Value ($000) $427 Avg Close — Range —
Q4 2024
Shares 2,696 Value ($000) $776 Avg Close — Range —
Q3 2024
Shares 2,698 Value ($000) $766 Avg Close — Range —
Q2 2024
Shares 2,698 Value ($000) $708 Avg Close — Range —
Q1 2024
Shares 2,698 Value ($000) $731 Avg Close — Range —
Q4 2023
Shares 2,698 Value ($000) $680 Avg Close — Range —
Q3 2023
Shares 3,061 Value ($000) $686 Avg Close — Range —
Q2 2023
Shares 3,061 Value ($000) $734 Avg Close — Range —
Q1 2023
Shares 3,061 Value ($000) $694 Avg Close — Range —
Q4 2022
Shares 3,124 Value ($000) $670 Avg Close — Range —
Q3 2022
Shares 3,243 Value ($000) $670 Avg Close — Range —
Q2 2022
Shares 3,193 Value ($000) $659 Avg Close — Range —
Q1 2022
Shares 3,303 Value ($000) $845 Avg Close — Range —
Q4 2021
Shares 3,303 Value ($000) $968 Avg Close — Range —