ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 1,252 Value ($000) $484 Avg Close — Range —
Q3 2025
Shares 1,271 Value ($000) $482 Avg Close — Range —
Q2 2025
Shares 1,271 Value ($000) $446 Avg Close — Range —
Q1 2025
Shares 2,869 Value ($000) $911 Avg Close — Range —
Q4 2024
Shares 2,869 Value ($000) $959 Avg Close — Range —
Q3 2024
Shares 2,869 Value ($000) $937 Avg Close — Range —
Q2 2024
Shares 2,528 Value ($000) $780 Avg Close — Range —
Q1 2024
Shares 2,089 Value ($000) $618 Avg Close — Range —
Q4 2023
Shares 1,804 Value ($000) $494 Avg Close — Range —
Q3 2023
Shares 1,451 Value ($000) $372 Avg Close — Range —
Q2 2023
Shares 1,514 Value ($000) $398 Avg Close — Range —
Q4 2022
Shares 1,384 Value ($000) $305 Avg Close — Range —
Q3 2022
Shares 397,517 Value ($000) $398 Avg Close — Range —
Q2 2022
Shares 1,880 Value ($000) $409 Avg Close — Range —