ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

SHELTON WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001903883)

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

Q4 2025
Shares 7,465 Value ($000) $1,838 Avg Close Range
Q3 2025
Shares 7,534 Value ($000) $1,823 Avg Close Range
Q2 2025
Shares 7,614 Value ($000) $1,643 Avg Close Range
Q1 2025
Shares 7,461 Value ($000) $1,488 Avg Close Range
Q4 2024
Shares 7,442 Value ($000) $1,644 Avg Close Range
Q3 2024
Shares 7,445 Value ($000) $1,645 Avg Close Range
Q2 2024
Shares 7,580 Value ($000) $1,538 Avg Close Range
Q1 2024
Shares 7,622 Value ($000) $1,603 Avg Close Range
Q4 2023
Shares 7,882 Value ($000) $1,582 Avg Close Range
Q3 2023
Shares 7,882 Value ($000) $1,393 Avg Close Range
Q2 2023
Shares 7,478 Value ($000) $1,400 Avg Close Range
Q1 2023
Shares 7,728 Value ($000) $1,379 Avg Close Range
Q4 2022
Shares 7,834 Value ($000) $1,366 Avg Close Range
Q3 2022
Shares 4,332 Value ($000) $714 Avg Close Range
Q2 2022
Shares 4,332 Value ($000) $734 Avg Close Range
Q1 2022
Shares 4,488 Value ($000) $921 Avg Close Range
Q4 2021
Shares 3,943 Value ($000) $877 Avg Close Range