ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 19,202 Value ($000) $4,727 Avg Close — Range —
Q3 2025
Shares 19,693 Value ($000) $4,765 Avg Close — Range —
Q2 2025
Shares 20,755 Value ($000) $4,479 Avg Close — Range —
Q1 2025
Shares 26,157 Value ($000) $5,218 Avg Close — Range —
Q4 2024
Shares 29,810 Value ($000) $6,587 Avg Close — Range —
Q3 2024
Shares 34,636 Value ($000) $7,651 Avg Close — Range —
Q2 2024
Shares 36,347 Value ($000) $7,374 Avg Close — Range —
Q1 2024
Shares 37,584 Value ($000) $7,904 Avg Close — Range —
Q4 2023
Shares 38,330 Value ($000) $7,693 Avg Close — Range —
Q3 2023
Shares 36,414 Value ($000) $6,436 Avg Close — Range —
Q2 2023
Shares 30,731 Value ($000) $5,755 Avg Close — Range —
Q1 2023
Shares 28,816 Value ($000) $5,141 Avg Close — Range —
Q4 2022
Shares 2,653 Value ($000) $463 Avg Close — Range —
Q3 2022
Shares 2,628 Value ($000) $433 Avg Close — Range —
Q2 2022
Shares 2,630 Value ($000) $445 Avg Close — Range —
Q1 2022
Shares 2,633 Value ($000) $540 Avg Close — Range —
Q4 2021
Shares 2,227 Value ($000) $495 Avg Close — Range —
Q3 2020
Shares 3,563 Value ($000) $534 Avg Close — Range —
Q4 2019
Shares 1,923 Value ($000) $319 Avg Close — Range —