ISHARES TR

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

Benchmark Financial Wealth Advisors, LLC's Holding History (CIK: 0001757706)

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

Q4 2025
Shares 42,143 Value ($000) $11,671 Avg Close Range
Q3 2025
Shares 43,060 Value ($000) $11,783 Avg Close Range
Q2 2025
Shares 42,179 Value ($000) $10,398 Avg Close Range
Q1 2025
Shares 46,048 Value ($000) $9,713 Avg Close Range
Q4 2024
Shares 60,359 Value ($000) $14,201 Avg Close Range
Q3 2024
Shares 54,446 Value ($000) $11,981 Avg Close Range
Q2 2024
Shares 50,621 Value ($000) $10,859 Avg Close Range
Q1 2024
Shares 43,375 Value ($000) $8,462 Avg Close Range
Q4 2023
Shares 33,459 Value ($000) $5,863 Avg Close Range
Q3 2023
Shares 23,232 Value ($000) $3,574 Avg Close Range
Q2 2023
Shares 6,777 Value ($000) $1,075 Avg Close Range