ISHARES TR

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

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 1,334 Value ($000) $431 Avg Close — Range —
Q3 2025
Shares 1,341 Value ($000) $429 Avg Close — Range —
Q2 2025
Shares 1,280 Value ($000) $366 Avg Close — Range —
Q1 2025
Shares 1,280 Value ($000) $327 Avg Close — Range —
Q4 2024
Shares 1,448 Value ($000) $417 Avg Close — Range —
Q3 2024
Shares 1,448 Value ($000) $411 Avg Close — Range —
Q2 2024
Shares 1,822 Value ($000) $478 Avg Close — Range —
Q1 2024
Shares 1,822 Value ($000) $493 Avg Close — Range —
Q4 2023
Shares 1,810 Value ($000) $457 Avg Close — Range —
Q3 2023
Shares 4,839 Value ($000) $1,085 Avg Close — Range —