ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

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

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

Q4 2025
Shares 6,594 Value ($000) $750 Avg Close — Range —
Q3 2025
Shares 17,150 Value ($000) $1,897 Avg Close — Range —
Q2 2025
Shares 14,748 Value ($000) $1,467 Avg Close — Range —
Q1 2025
Shares 14,899 Value ($000) $1,452 Avg Close — Range —
Q4 2024
Shares 15,587 Value ($000) $1,693 Avg Close — Range —
Q3 2024
Shares 15,587 Value ($000) $1,678 Avg Close — Range —
Q2 2024
Shares 2,517 Value ($000) $245 Avg Close — Range —
Q1 2024
Shares 18,941 Value ($000) $1,888 Avg Close — Range —
Q4 2023
Shares 2,517 Value ($000) $259 Avg Close — Range —
Q3 2023
Shares 2,517 Value ($000) $229 Avg Close — Range —
Q2 2023
Shares 2,655 Value ($000) $265 Avg Close — Range —
Q4 2022
Shares 2,517 Value ($000) $230 Avg Close — Range —
Q3 2022
Shares 2,676 Value ($000) $221 Avg Close — Range —
Q2 2022
Shares 2,676 Value ($000) $238 Avg Close — Range —