ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 1,000 Value ($000) $387 Avg Close — Range —
Q3 2025
Shares 1,000 Value ($000) $379 Avg Close — Range —
Q2 2025
Shares 1,000 Value ($000) $351 Avg Close — Range —
Q1 2025
Shares 1,000 Value ($000) $318 Avg Close — Range —
Q4 2024
Shares 1,000 Value ($000) $334 Avg Close — Range —
Q3 2024
Shares 1,000 Value ($000) $327 Avg Close — Range —
Q2 2024
Shares 1,000 Value ($000) $309 Avg Close — Range —
Q1 2024
Shares 1,000 Value ($000) $300 Avg Close — Range —
Q4 2023
Shares 1,000 Value ($000) $274 Avg Close — Range —
Q3 2023
Shares 1,000 Value ($000) $245 Avg Close — Range —
Q2 2023
Shares 1,000 Value ($000) $254 Avg Close — Range —
Q1 2023
Shares 1,000 Value ($000) $235 Avg Close — Range —
Q4 2022
Shares 1,000 Value ($000) $221 Avg Close — Range —
Q3 2022
Shares 1,228 Value ($000) $254 Avg Close — Range —
Q2 2022
Shares 1,228 Value ($000) $267 Avg Close — Range —