ISHARES TR

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

Everhart Financial Group, Inc.'s Holding History (CIK: 0001852858)

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

Q4 2025
Shares 5,066 Value ($000) $488 Avg Close — Range —
Q3 2025
Shares 5,096 Value ($000) $492 Avg Close — Range —
Q2 2025
Shares 5,010 Value ($000) $461 Avg Close — Range —
Q1 2025
Shares 5,010 Value ($000) $426 Avg Close — Range —
Q4 2024
Shares 3,289 Value ($000) $291 Avg Close — Range —
Q3 2024
Shares 3,289 Value ($000) $290 Avg Close — Range —
Q2 2024
Shares 3,289 Value ($000) $267 Avg Close — Range —
Q1 2024
Shares 3,289 Value ($000) $277 Avg Close — Range —
Q4 2023
Shares 4,063 Value ($000) $316 Avg Close — Range —
Q2 2023
Shares 3,289 Value ($000) $240 Avg Close — Range —
Q1 2023
Shares 3,203 Value ($000) $224 Avg Close — Range —
Q4 2022
Shares 3,203 Value ($000) $216 Avg Close — Range —
Q3 2022
Shares 3,223 Value ($000) $200 Avg Close — Range —
Q2 2022
Shares 3,203 Value ($000) $207 Avg Close — Range —
Q1 2022
Shares 3,203 Value ($000) $250 Avg Close — Range —
Q4 2021
Shares 3,435 Value ($000) $285 Avg Close — Range —
Q3 2021
Shares 3,435 Value ($000) $269 Avg Close — Range —