ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

SURIENCE PRIVATE WEALTH LLC's Holding History (CIK: 0001900195)

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

Q4 2025
Shares 36,565 Value ($000) $9,001 Avg Close — Range —
Q3 2025
Shares 58,082 Value ($000) $14,053 Avg Close — Range —
Q1 2025
Shares 25,234 Value ($000) $5,034 Avg Close — Range —
Q4 2024
Shares 19,427 Value ($000) $4,293 Avg Close — Range —
Q3 2024
Shares 50,354 Value ($000) $11,123 Avg Close — Range —
Q2 2024
Shares 26,132 Value ($000) $5,302 Avg Close — Range —
Q1 2024
Shares 46,130 Value ($000) $9,701 Avg Close — Range —
Q4 2023
Shares 29,661 Value ($000) $5,953 Avg Close — Range —
Q2 2023
Shares 3,405 Value ($000) $638 Avg Close — Range —
Q1 2023
Shares 2,580 Value ($000) $460 Avg Close — Range —
Q4 2022
Shares 44,397 Value ($000) $7,741 Avg Close — Range —
Q3 2022
Shares 2,580 Value ($000) $425 Avg Close — Range —
Q2 2022
Shares 2,580 Value ($000) $437 Avg Close — Range —
Q1 2022
Shares 27,369 Value ($000) $5,618 Avg Close — Range —
Q4 2021
Shares 1,454 Value ($000) $323 Avg Close — Range —