ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

BankPlus Wealth Management LLC's Holding History (CIK: 0002051117)

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

Q4 2025
Shares 15,910 Value ($000) $3,916 Avg Close — Range —
Q3 2025
Shares 15,190 Value ($000) $3,677 Avg Close — Range —
Q2 2025
Shares 14,404 Value ($000) $3,109 Avg Close — Range —
Q1 2025
Shares 9,378 Value ($000) $1,871 Avg Close — Range —
Q4 2024
Shares 11,794 Value ($000) $2,606 Avg Close — Range —