ISHARES TR

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

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q4 2025
Shares 31,269 Value ($000) $8,660 Avg Close — Range —
Q3 2025
Shares 32,038 Value ($000) $8,767 Avg Close — Range —
Q2 2025
Shares 32,605 Value ($000) $8,037 Avg Close — Range —
Q1 2025
Shares 33,073 Value ($000) $6,976 Avg Close — Range —
Q4 2024
Shares 34,635 Value ($000) $8,149 Avg Close — Range —
Q3 2024
Shares 34,888 Value ($000) $7,677 Avg Close — Range —
Q2 2024
Shares 35,405 Value ($000) $7,595 Avg Close — Range —
Q1 2024
Shares 35,881 Value ($000) $7,000 Avg Close — Range —
Q4 2023
Shares 36,154 Value ($000) $6,335 Avg Close — Range —
Q3 2023
Shares 37,080 Value ($000) $5,704 Avg Close — Range —
Q2 2023
Shares 37,630 Value ($000) $5,967 Avg Close — Range —
Q1 2023
Shares 38,544 Value ($000) $5,355 Avg Close — Range —
Q4 2022
Shares 41,550 Value ($000) $5,008 Avg Close — Range —
Q3 2022
Shares 53,121 Value ($000) $6,348 Avg Close — Range —
Q2 2022
Shares 53,399 Value ($000) $6,688 Avg Close — Range —
Q4 2021
Shares 33,037 Value ($000) $5,727 Avg Close — Range —