ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

SFG Wealth Management, LLC.'s Holding History (CIK: 0001908914)

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

Q4 2025
Shares 1,891 Value ($000) $466 Avg Close — Range —
Q3 2025
Shares 2,414 Value ($000) $584 Avg Close — Range —
Q2 2025
Shares 1,923 Value ($000) $415 Avg Close — Range —
Q1 2025
Shares 2,038 Value ($000) $407 Avg Close — Range —
Q4 2024
Shares 1,993 Value ($000) $440 Avg Close — Range —
Q3 2024
Shares 1,897 Value ($000) $419 Avg Close — Range —
Q2 2024
Shares 2,168 Value ($000) $440 Avg Close — Range —
Q1 2024
Shares 2,261 Value ($000) $476 Avg Close — Range —
Q4 2023
Shares 2,466 Value ($000) $495 Avg Close — Range —
Q3 2023
Shares 2,227 Value ($000) $394 Avg Close — Range —
Q2 2023
Shares 2,263 Value ($000) $424 Avg Close — Range —
Q1 2023
Shares 2,439 Value ($000) $435 Avg Close — Range —
Q4 2022
Shares 2,638 Value ($000) $460 Avg Close — Range —
Q3 2022
Shares 2,677 Value ($000) $441 Avg Close — Range —
Q2 2022
Shares 2,743 Value ($000) $465 Avg Close — Range —
Q1 2022
Shares 2,628 Value ($000) $540 Avg Close — Range —
Q4 2021
Shares 2,768 Value ($000) $616 Avg Close — Range —