ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025
Shares 1,272 Value ($000) $313 Avg Close — Range —
Q2 2025
Shares 999 Value ($000) $216 Avg Close — Range —
Q4 2024
Shares 999 Value ($000) $221 Avg Close — Range —
Q3 2024
Shares 999 Value ($000) $221 Avg Close — Range —
Q2 2024
Shares 999 Value ($000) $203 Avg Close — Range —
Q1 2024
Shares 999 Value ($000) $210 Avg Close — Range —
Q4 2023
Shares 1,074 Value ($000) $216 Avg Close — Range —
Q1 2022
Shares 1,000 Value ($000) $205 Avg Close — Range —
Q4 2021
Shares 1,000 Value ($000) $222 Avg Close — Range —
Q3 2021
Shares 1,000 Value ($000) $219 Avg Close — Range —
Q2 2021
Shares 1,000 Value ($000) $229 Avg Close — Range —
Q1 2021
Shares 1,000 Value ($000) $221 Avg Close — Range —