ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 14,593 Value ($000) $1,405 Avg Close — Range —
Q3 2025
Shares 15,542 Value ($000) $1,501 Avg Close — Range —
Q2 2025
Shares 15,799 Value ($000) $1,453 Avg Close — Range —
Q1 2025
Shares 16,094 Value ($000) $1,369 Avg Close — Range —
Q4 2024
Shares 8,421 Value ($000) $744 Avg Close — Range —
Q4 2019
Shares 4,927 Value ($000) $294 Avg Close — Range —