ISHARES TR

Ticker: IWL CUSIP: 464289446 Class: RUS TOP 200 ETF

Octavia Wealth Advisors, LLC's Holding History (CIK: 0001841259)

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

Q4 2025
Shares 1,496 Value ($000) $255 Avg Close — Range —
Q3 2025
Shares 1,549 Value ($000) $257 Avg Close — Range —
Q2 2025
Shares 1,811 Value ($000) $277 Avg Close — Range —
Q1 2025
Shares 1,810 Value ($000) $249 Avg Close — Range —
Q4 2024
Shares 1,810 Value ($000) $262 Avg Close — Range —
Q3 2024
Shares 1,814 Value ($000) $255 Avg Close — Range —
Q2 2024
Shares 1,813 Value ($000) $243 Avg Close — Range —
Q1 2024
Shares 1,813 Value ($000) $230 Avg Close — Range —
Q4 2023
Shares 1,857 Value ($000) $214 Avg Close — Range —
Q1 2022
Shares 2,197 Value ($000) $237 Avg Close — Range —
Q4 2021
Shares 2,446 Value ($000) $279 Avg Close — Range —
Q3 2021
Shares 2,504 Value ($000) $258 Avg Close — Range —
Q2 2021
Shares 2,511 Value ($000) $258 Avg Close — Range —
Q1 2021
Shares 3,054 Value ($000) $289 Avg Close — Range —
Q4 2020
Shares 3,064 Value ($000) $277 Avg Close — Range —