ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 12,468 Value ($000) $3,445 Avg Close — Range —
Q3 2025
Shares 9,463 Value ($000) $2,590 Avg Close — Range —
Q2 2025
Shares 9,031 Value ($000) $2,226 Avg Close — Range —
Q1 2025
Shares 8,697 Value ($000) $1,835 Avg Close — Range —
Q4 2024
Shares 8,721 Value ($000) $2,058 Avg Close — Range —
Q3 2024
Shares 6,795 Value ($000) $1,495 Avg Close — Range —
Q2 2024
Shares 6,650 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 3,030 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 3,030 Value ($000) $1 Avg Close — Range —