ISHARES TR

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 190 Value ($000) $18 Avg Close — Range —
Q3 2025
Shares 190 Value ($000) $18 Avg Close — Range —
Q2 2025
Shares 190 Value ($000) $17 Avg Close — Range —
Q1 2025
Shares 190 Value ($000) $16 Avg Close — Range —