ISHARES TR

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

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q4 2025
Shares 12,541 Value ($000) $4,272 Avg Close — Range —
Q3 2025
Shares 11,387 Value ($000) $3,728 Avg Close — Range —
Q2 2025
Shares 9,815 Value ($000) $2,817 Avg Close — Range —
Q1 2025
Shares 9,500 Value ($000) $2,398 Avg Close — Range —