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9258 Wealth Management, LLC
> IWV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWV | 8,388 | 3,912 | 2,134,578,000 | 1,080,883,000 | $254,479.97 |
| 03/31/2023 | iSHARES TRUST | IWV | 4,476 | -522 | 1,053,695,000 | -49,264,000 | $235,409.96 |
| 12/31/2022 | iSHARES TRUST | IWV | 4,998 | -219 | 1,102,959,000 | 1,101,879,000 | $220,680.07 |
| 09/30/2022 | iSHARES TRUST | IWV | 5,217 | -1,116 | 1,080,000 | -297,000 | $207.02 |
| 06/30/2022 | iSHARES TRUST | IWV | 6,333 | -579 | 1,377,000 | -436,000 | $217.43 |
| 03/31/2022 | iSHARES TRUST | IWV | 6,912 | 3,611 | 1,813,000 | 897,000 | $262.30 |
| 12/31/2021 | iSHARES TRUST | IWV | 3,301 | 3,301 | 916,000 | 916,000 | $277.49 |
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