ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

MBL Wealth, LLC's Holding History (CIK: 0001845785)

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

Q4 2025
Shares 7,354 Value ($000) $1,810 Avg Close — Range —
Q3 2025
Shares 6,051 Value ($000) $1,464 Avg Close — Range —
Q2 2025
Shares 6,202 Value ($000) $1,338 Avg Close — Range —
Q1 2025
Shares 6,640 Value ($000) $1,325 Avg Close — Range —
Q4 2024
Shares 6,824 Value ($000) $1,508 Avg Close — Range —
Q3 2024
Shares 6,869 Value ($000) $1,517 Avg Close — Range —
Q2 2024
Shares 6,869 Value ($000) $1,394 Avg Close — Range —
Q1 2024
Shares 6,914 Value ($000) $1,454 Avg Close — Range —
Q4 2023
Shares 5,614 Value ($000) $1,127 Avg Close — Range —
Q3 2023
Shares 5,677 Value ($000) $1,003 Avg Close — Range —
Q2 2023
Shares 5,747 Value ($000) $1,076 Avg Close — Range —
Q1 2023
Shares 6,375 Value ($000) $1,137 Avg Close — Range —
Q4 2022
Shares 6,454 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 6,658 Value ($000) $1 Avg Close — Range —
Q2 2022
Shares 8,151 Value ($000) $1 Avg Close — Range —
Q1 2022
Shares 6,995 Value ($000) $1,436 Avg Close — Range —
Q1 2021
Shares 7,371 Value ($000) $1,629 Avg Close — Range —
Q4 2020
Shares 7,696 Value ($000) $1,509 Avg Close — Range —