ISHARES TR

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

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q4 2025
Shares 1,679 Value ($000) $444 Avg Close — Range —
Q3 2025
Shares 1,594 Value ($000) $452 Avg Close — Range —
Q2 2025
Shares 1,574 Value ($000) $393 Avg Close — Range —
Q1 2025
Shares 1,518 Value ($000) $323 Avg Close — Range —
Q4 2024
Shares 1,399 Value ($000) $331 Avg Close — Range —
Q3 2024
Shares 2,046 Value ($000) $459 Avg Close — Range —
Q2 2024
Shares 2,033 Value ($000) $417 Avg Close — Range —
Q1 2024
Shares 1,343 Value ($000) $273 Avg Close — Range —
Q4 2023
Shares 1,095 Value ($000) $201 Avg Close — Range —