ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

NewEdge Wealth, LLC's Holding History (CIK: 0001861796)

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

Q4 2025
Shares 32,057 Value ($000) $7,891 Avg Close — Range —
Q3 2025
Shares 23,231 Value ($000) $5,684 Avg Close — Range —
Q2 2025
Shares 18,512 Value ($000) $4,070 Avg Close — Range —
Q1 2025
Shares 18,406 Value ($000) $3,672 Avg Close — Range —
Q4 2024
Shares 21,862 Value ($000) $4,831 Avg Close — Range —
Q3 2024
Shares 15,192 Value ($000) $3,356 Avg Close — Range —
Q2 2024
Shares 18,727 Value ($000) $3,800 Avg Close — Range —
Q1 2024
Shares 17,486 Value ($000) $3,496 Avg Close — Range —
Q4 2023
Shares 23,635 Value ($000) $4,744 Avg Close — Range —
Q3 2023
Shares 19,295 Value ($000) $3,410 Avg Close — Range —
Q2 2023
Shares 16,554 Value ($000) $3,100 Avg Close — Range —
Q1 2023
Shares 5,780 Value ($000) $1,031 Avg Close — Range —
Q4 2022
Shares 13,083 Value ($000) $2,281 Avg Close — Range —
Q3 2022
Shares 3,428 Value ($000) $565 Avg Close — Range —
Q2 2022
Shares 2,888 Value ($000) $489 Avg Close — Range —
Q1 2022
Shares 3,034 Value ($000) $623 Avg Close — Range —
Q4 2021
Shares 2,273 Value ($000) $506 Avg Close — Range —