ISHARES TR

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

TruWealth Advisors, LLC's Holding History (CIK: 0001834985)

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

Q4 2025
Shares 5,024 Value ($000) $1,391 Avg Close — Range —
Q3 2025
Shares 5,006 Value ($000) $1,370 Avg Close — Range —
Q2 2025
Shares 5,006 Value ($000) $1,234 Avg Close — Range —
Q1 2025
Shares 4,192 Value ($000) $884 Avg Close — Range —
Q4 2024
Shares 3,743 Value ($000) $881 Avg Close — Range —
Q3 2024
Shares 3,103 Value ($000) $683 Avg Close — Range —
Q2 2024
Shares 2,794 Value ($000) $599 Avg Close — Range —
Q1 2024
Shares 2,614 Value ($000) $510 Avg Close — Range —
Q4 2023
Shares 2,371 Value ($000) $415 Avg Close — Range —
Q3 2023
Shares 2,195 Value ($000) $338 Avg Close — Range —
Q2 2023
Shares 1,949 Value ($000) $309 Avg Close — Range —
Q1 2023
Shares 1,949 Value ($000) $271 Avg Close — Range —