ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Everhart Financial Group, Inc.'s Holding History (CIK: 0001852858)

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

Q4 2025
Shares 2,554 Value ($000) $629 Avg Close — Range —
Q3 2025
Shares 2,657 Value ($000) $643 Avg Close — Range —
Q2 2025
Shares 2,669 Value ($000) $576 Avg Close — Range —
Q1 2025
Shares 3,237 Value ($000) $646 Avg Close — Range —
Q4 2024
Shares 2,526 Value ($000) $558 Avg Close — Range —
Q3 2024
Shares 2,409 Value ($000) $506 Avg Close — Range —
Q2 2024
Shares 2,224 Value ($000) $427 Avg Close — Range —
Q1 2024
Shares 2,069 Value ($000) $435 Avg Close — Range —
Q4 2023
Shares 1,084 Value ($000) $218 Avg Close — Range —
Q2 2023
Shares 1,603 Value ($000) $234 Avg Close — Range —
Q3 2022
Shares 1,220 Value ($000) $201 Avg Close — Range —
Q2 2022
Shares 1,220 Value ($000) $207 Avg Close — Range —
Q4 2021
Shares 1,205 Value ($000) $268 Avg Close — Range —
Q3 2021
Shares 1,155 Value ($000) $252 Avg Close — Range —