ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

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

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

Q4 2025
Shares 48 Value ($000) $5 Avg Close — Range —
Q3 2025
Shares 48 Value ($000) $5 Avg Close — Range —
Q2 2025
Shares 48 Value ($000) $4 Avg Close — Range —
Q1 2025
Shares 48 Value ($000) $4 Avg Close — Range —