ISHARES TR

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

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 9,158 Value ($000) $926 Avg Close — Range —
Q3 2025
Shares 9,158 Value ($000) $885 Avg Close — Range —
Q2 2025
Shares 9,158 Value ($000) $857 Avg Close — Range —
Q1 2025
Shares 9,158 Value ($000) $729 Avg Close — Range —
Q4 2024
Shares 9,158 Value ($000) $817 Avg Close — Range —
Q3 2024
Shares 9,271 Value ($000) $811 Avg Close — Range —
Q2 2024
Shares 9,321 Value ($000) $751 Avg Close — Range —
Q1 2024
Shares 9,299 Value ($000) $762 Avg Close — Range —