ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

EVERMAY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001066816)

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

Q4 2025
Shares 1,000 Value ($000) $137 Avg Close — Range —
Q3 2025
Shares 1,000 Value ($000) $142 Avg Close — Range —
Q2 2025
Shares 1,000 Value ($000) $139 Avg Close — Range —
Q1 2025
Shares 1,000 Value ($000) $117 Avg Close — Range —
Q4 2024
Shares 1,000 Value ($000) $127 Avg Close — Range —
Q3 2024
Shares 1,000 Value ($000) $117 Avg Close — Range —
Q2 2024
Shares 1,000 Value ($000) $110 Avg Close — Range —
Q1 2024
Shares 1,000 Value ($000) $114 Avg Close — Range —
Q4 2023
Shares 1,000 Value ($000) $104 Avg Close — Range —
Q3 2023
Shares 1,000 Value ($000) $92 Avg Close — Range —
Q2 2023
Shares 1,000 Value ($000) $97 Avg Close — Range —
Q1 2023
Shares 1,000 Value ($000) $91 Avg Close — Range —
Q4 2022
Shares 1,000 Value ($000) $84 Avg Close — Range —
Q3 2022
Shares 1,000 Value ($000) $78 Avg Close — Range —
Q2 2022
Shares 1,000 Value ($000) $79 Avg Close — Range —
Q1 2022
Shares 1,000 Value ($000) $101 Avg Close — Range —
Q4 2021
Shares 1,000 Value ($000) $115 Avg Close — Range —
Q3 2021
Shares 1,000 Value ($000) $112 Avg Close — Range —
Q2 2021
Shares 1,000 Value ($000) $113 Avg Close — Range —