ISHARES TR

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

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 1,978 Value ($000) $271 Avg Close — Range —
Q3 2025
Shares 2,053 Value ($000) $292 Avg Close — Range —
Q2 2025
Shares 2,272 Value ($000) $315 Avg Close — Range —
Q1 2025
Shares 2,355 Value ($000) $277 Avg Close — Range —
Q4 2024
Shares 2,742 Value ($000) $348 Avg Close — Range —
Q3 2024
Shares 2,742 Value ($000) $322 Avg Close — Range —
Q2 2024
Shares 2,742 Value ($000) $303 Avg Close — Range —
Q1 2024
Shares 2,837 Value ($000) $324 Avg Close — Range —
Q4 2023
Shares 3,228 Value ($000) $337 Avg Close — Range —
Q3 2023
Shares 3,198 Value ($000) $292 Avg Close — Range —
Q2 2023
Shares 3,705 Value ($000) $358 Avg Close — Range —
Q1 2023
Shares 3,847 Value ($000) $350 Avg Close — Range —
Q4 2022
Shares 3,847 Value ($000) $322 Avg Close — Range —
Q3 2022
Shares 4,484 Value ($000) $352 Avg Close — Range —
Q2 2022
Shares 6,348 Value ($000) $503 Avg Close — Range —