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Marcum Wealth, LLC
> IWF
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | iSHARES TRUST | IWF | 11,840 | 7,978 | 3,149,235,000 | 2,086,579,000 | $265,982.69 |
| 06/30/2023 | iSHARES TRUST | IWF | 3,862 | -489 | 1,062,656,000 | 1,061,741,000 | $275,156.91 |
| 09/30/2022 | iSHARES TRUST | IWF | 4,351 | -1,002 | 915,000 | -256,000 | $210.30 |
| 06/30/2022 | iSHARES TRUST | IWF | 5,353 | -1,145 | 1,171,000 | -633,000 | $218.76 |
| 03/31/2022 | iSHARES TRUST | IWF | 6,498 | -1,843 | 1,804,000 | -745,000 | $277.62 |
| 12/31/2021 | iSHARES TRUST | IWF | 8,341 | 1,108 | 2,549,000 | 567,000 | $305.60 |
| 09/30/2021 | iSHARES TRUST | IWF | 7,233 | 3,462 | 1,982,000 | 958,000 | $274.02 |
| 06/30/2021 | iSHARES TRUST | IWF | 3,771 | 87 | 1,024,000 | 129,000 | $271.55 |
| 03/31/2021 | iSHARES TRUST | IWF | 3,684 | 3,684 | 895,000 | 895,000 | $242.94 |
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