ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q4 2025
Shares 1,542 Value ($000) $379 Avg Close — Range —
Q2 2024
Shares 9,132 Value ($000) $1,853 Avg Close — Range —