ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 5,166 Value ($000) $519 Avg Close — Range —
Q3 2025
Shares 2,522 Value ($000) $254 Avg Close — Range —
Q2 2025
Shares 4,992 Value ($000) $503 Avg Close — Range —
Q1 2025
Shares 6,851 Value ($000) $690 Avg Close — Range —
Q4 2024
Shares 5,557 Value ($000) $557 Avg Close — Range —
Q3 2024
Shares 3,745 Value ($000) $377 Avg Close — Range —
Q1 2024
Shares 322,902 Value ($000) $8,282 Avg Close — Range —
Q4 2023
Shares 20,903 Value ($000) $2,096 Avg Close — Range —
Q3 2023
Shares 23,053 Value ($000) $2,321 Avg Close — Range —
Q2 2023
Shares 18,160 Value ($000) $1,827 Avg Close — Range —
Q1 2023
Shares 24,732 Value ($000) $2,488 Avg Close — Range —
Q4 2022
Shares 19,444 Value ($000) $1,947 Avg Close — Range —