ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

KMG FIDUCIARY PARTNERS, LLC's Holding History (CIK: 0001773205)

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

Q4 2025
Shares 1,152 Value ($000) $284 Avg Close — Range —
Q3 2025
Shares 7,445 Value ($000) $1,801 Avg Close — Range —
Q2 2025
Shares 7,440 Value ($000) $1,606 Avg Close — Range —
Q1 2025
Shares 7,436 Value ($000) $1,484 Avg Close — Range —
Q4 2024
Shares 6,999 Value ($000) $1,547 Avg Close — Range —
Q3 2024
Shares 6,989 Value ($000) $1,544 Avg Close — Range —
Q2 2024
Shares 7,070 Value ($000) $1,434 Avg Close — Range —
Q1 2024
Shares 7,096 Value ($000) $1,492 Avg Close — Range —
Q4 2023
Shares 7,094 Value ($000) $1,424 Avg Close — Range —
Q3 2023
Shares 7,121 Value ($000) $1,259 Avg Close — Range —
Q2 2023
Shares 6,714 Value ($000) $1,257 Avg Close — Range —
Q1 2023
Shares 6,710 Value ($000) $1,197 Avg Close — Range —
Q4 2022
Shares 2,022 Value ($000) $353 Avg Close — Range —