ISHARES TR

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

Stephenson & Company, Inc.'s Holding History (CIK: 0002001544)

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

Q4 2025
Shares 2,750 Value ($000) $265 Avg Close — Range —
Q3 2025
Shares 2,750 Value ($000) $266 Avg Close — Range —
Q2 2025
Shares 2,750 Value ($000) $253 Avg Close — Range —
Q1 2025
Shares 2,850 Value ($000) $242 Avg Close — Range —
Q4 2024
Shares 2,850 Value ($000) $252 Avg Close — Range —
Q3 2024
Shares 2,850 Value ($000) $251 Avg Close — Range —
Q2 2024
Shares 2,834 Value ($000) $230 Avg Close — Range —
Q1 2024
Shares 2,795 Value ($000) $235 Avg Close — Range —
Q4 2023
Shares 2,700 Value ($000) $210 Avg Close — Range —