ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

CCG WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001771169)

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

Q4 2025
Shares 1,331 Value ($000) $328 Avg Close — Range —
Q3 2025
Shares 1,357 Value ($000) $328 Avg Close — Range —
Q2 2025
Shares 1,586 Value ($000) $342 Avg Close — Range —
Q1 2025
Shares 1,568 Value ($000) $313 Avg Close — Range —
Q4 2024
Shares 1,353 Value ($000) $299 Avg Close — Range —
Q3 2024
Shares 4,997 Value ($000) $1,104 Avg Close — Range —
Q2 2024
Shares 5,010 Value ($000) $1,016 Avg Close — Range —
Q1 2024
Shares 4,997 Value ($000) $1,051 Avg Close — Range —