ISHARES TR

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

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 1,381 Value ($000) $366 Avg Close — Range —
Q3 2025
Shares 1,429 Value ($000) $392 Avg Close — Range —
Q2 2025
Shares 1,448 Value ($000) $360 Avg Close — Range —
Q1 2025
Shares 1,493 Value ($000) $284 Avg Close — Range —
Q4 2024
Shares 1,515 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 1,530 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 1,639 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 1,847 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 1,797 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 1,776 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 1,844 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 2,236 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 2,286 Value ($000) $0 Avg Close — Range —