ISHARES TR

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

Monte Financial Group, LLC's Holding History (CIK: 0001755651)

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

Q2 2025
Shares 2,422 Value ($000) $223 Avg Close — Range —
Q1 2024
Shares 2,500 Value ($000) $210 Avg Close — Range —
Q4 2023
Shares 3,649 Value ($000) $284 Avg Close — Range —
Q3 2023
Shares 3,990 Value ($000) $276 Avg Close — Range —
Q2 2023
Shares 4,610 Value ($000) $337 Avg Close — Range —
Q1 2023
Shares 3,120 Value ($000) $218 Avg Close — Range —