ISHARES TR

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

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q4 2025
Shares 3,042 Value ($000) $293 Avg Close — Range —
Q3 2025
Shares 3,042 Value ($000) $294 Avg Close — Range —
Q2 2025
Shares 3,042 Value ($000) $280 Avg Close — Range —
Q1 2025
Shares 3,042 Value ($000) $259 Avg Close — Range —
Q4 2024
Shares 3,033 Value ($000) $268 Avg Close — Range —