ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025
Shares 5,539 Value ($000) $1,363 Avg Close — Range —
Q3 2025
Shares 7,186 Value ($000) $1,739 Avg Close — Range —
Q2 2025
Shares 5,131 Value ($000) $1,107 Avg Close — Range —
Q1 2025
Shares 5,531 Value ($000) $1,103 Avg Close — Range —
Q4 2024
Shares 5,531 Value ($000) $1,222 Avg Close — Range —
Q3 2024
Shares 5,486 Value ($000) $1,212 Avg Close — Range —
Q2 2024
Shares 3,150 Value ($000) $639 Avg Close — Range —
Q1 2024
Shares 3,227 Value ($000) $661 Avg Close — Range —
Q4 2023
Shares 3,094 Value ($000) $621 Avg Close — Range —
Q3 2023
Shares 2,315 Value ($000) $413 Avg Close — Range —
Q2 2023
Shares 22,700 Value ($000) $4,459 Avg Close — Range —
Q1 2023
Shares 25,094 Value ($000) $4 Avg Close — Range —
Q4 2022
Shares 2,856 Value ($000) $498 Avg Close — Range —
Q3 2022
Shares 2,856 Value ($000) $471 Avg Close — Range —
Q2 2022
Shares 2,856 Value ($000) $484 Avg Close — Range —