ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

EVERMAY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001066816)

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

Q4 2025
Shares 687 Value ($000) $222 Avg Close — Range —
Q3 2025
Shares 687 Value ($000) $220 Avg Close — Range —
Q2 2025
Shares 722 Value ($000) $206 Avg Close — Range —
Q1 2025
Shares 746 Value ($000) $191 Avg Close — Range —
Q4 2024
Shares 746 Value ($000) $215 Avg Close — Range —
Q3 2024
Shares 746 Value ($000) $212 Avg Close — Range —
Q2 2024
Shares 746 Value ($000) $196 Avg Close — Range —
Q1 2024
Shares 746 Value ($000) $202 Avg Close — Range —
Q4 2023
Shares 746 Value ($000) $188 Avg Close — Range —
Q3 2023
Shares 804 Value ($000) $181 Avg Close — Range —
Q2 2023
Shares 804 Value ($000) $195 Avg Close — Range —
Q1 2023
Shares 804 Value ($000) $182 Avg Close — Range —
Q4 2022
Shares 746 Value ($000) $160 Avg Close — Range —
Q3 2022
Shares 753 Value ($000) $156 Avg Close — Range —
Q2 2022
Shares 753 Value ($000) $155 Avg Close — Range —
Q1 2022
Shares 753 Value ($000) $193 Avg Close — Range —