ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Collaborative Wealth Managment Inc.'s Holding History (CIK: 0001896419)

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

Q4 2025
Shares 5,584 Value ($000) $1,375 Avg Close — Range —
Q3 2025
Shares 1,771 Value ($000) $428 Avg Close — Range —
Q2 2025
Shares 1,823 Value ($000) $393 Avg Close — Range —
Q1 2025
Shares 1,604 Value ($000) $320 Avg Close — Range —
Q4 2024
Shares 2,049 Value ($000) $453 Avg Close — Range —
Q3 2024
Shares 1,282 Value ($000) $283 Avg Close — Range —
Q2 2024
Shares 1,437 Value ($000) $292 Avg Close — Range —
Q1 2024
Shares 1,378 Value ($000) $290 Avg Close — Range —
Q4 2023
Shares 1,336 Value ($000) $268 Avg Close — Range —
Q3 2023
Shares 1,411 Value ($000) $249 Avg Close — Range —
Q2 2023
Shares 1,658 Value ($000) $311 Avg Close — Range —
Q1 2023
Shares 2,008 Value ($000) $358 Avg Close — Range —
Q4 2022
Shares 2,116 Value ($000) $369 Avg Close — Range —
Q3 2022
Shares 2,143 Value ($000) $353 Avg Close — Range —
Q2 2022
Shares 2,567 Value ($000) $435 Avg Close — Range —
Q4 2021
Shares 3,253 Value ($000) $724 Avg Close — Range —
Q1 2021
Shares 3,069 Value ($000) $630 Avg Close — Range —