ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Philip James Wealth Mangement, LLC's Holding History (CIK: 0002002630)

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

Q4 2025
Shares 664 Value ($000) $257 Avg Close — Range —
Q3 2025
Shares 662 Value ($000) $251 Avg Close — Range —
Q2 2025
Shares 661 Value ($000) $232 Avg Close — Range —
Q1 2025
Shares 659 Value ($000) $209 Avg Close — Range —
Q4 2024
Shares 657 Value ($000) $220 Avg Close — Range —
Q3 2024
Shares 655 Value ($000) $214 Avg Close — Range —
Q2 2024
Shares 653 Value ($000) $202 Avg Close — Range —