ISHARES TR

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

Novak & Powell Financial Services, Inc.'s Holding History (CIK: 0002011548)

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

Q4 2025
Shares 1,380 Value ($000) $382 Avg Close — Range —
Q3 2025
Shares 1,400 Value ($000) $383 Avg Close — Range —
Q2 2025
Shares 1,400 Value ($000) $345 Avg Close — Range —
Q1 2025
Shares 1,400 Value ($000) $295 Avg Close — Range —
Q3 2024
Shares 1,400 Value ($000) $308 Avg Close — Range —
Q2 2024
Shares 1,400 Value ($000) $300 Avg Close — Range —
Q1 2024
Shares 1,400 Value ($000) $273 Avg Close — Range —
Q4 2023
Shares 1,400 Value ($000) $245 Avg Close — Range —