ISHARES TR

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

LWM ADVISORS INC's Holding History (CIK: 0002067328)

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

Q4 2025
Shares 22,554 Value ($000) $7,285 Avg Close — Range —
Q3 2025
Shares 22,215 Value ($000) $7,110 Avg Close — Range —
Q2 2025
Shares 21,860 Value ($000) $6,249 Avg Close — Range —
Q1 2025
Shares 22,150 Value ($000) $5,796 Avg Close — Range —
Q4 2024
Shares 22,071 Value ($000) $6,353 Avg Close — Range —