ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

WMG Financial Advisors, LLC's Holding History (CIK: 0001906711)

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

Q4 2025
Shares 9,527 Value ($000) $2,345 Avg Close — Range —
Q3 2025
Shares 9,044 Value ($000) $2,188 Avg Close — Range —