ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 658 Value ($000) $119 Avg Close — Range —
Q3 2025
Shares 658 Value ($000) $117 Avg Close — Range —
Q2 2025
Shares 658 Value ($000) $104 Avg Close — Range —
Q1 2025
Shares 658 Value ($000) $99 Avg Close — Range —