ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q4 2025
Shares 6,283 Value ($000) $1,547 Avg Close — Range —
Q3 2025
Shares 965 Value ($000) $234 Avg Close — Range —
Q2 2025
Shares 5,184 Value ($000) $1,119 Avg Close — Range —
Q1 2025
Shares 1,199 Value ($000) $239 Avg Close — Range —
Q4 2024
Shares 2,013 Value ($000) $445 Avg Close — Range —
Q2 2024
Shares 1,679 Value ($000) $341 Avg Close — Range —
Q1 2024
Shares 6,582 Value ($000) $1,384 Avg Close — Range —
Q4 2023
Shares 14,754 Value ($000) $2,961 Avg Close — Range —
Q3 2023
Shares 14,935 Value ($000) $2,640 Avg Close — Range —
Q2 2023
Shares 23,210 Value ($000) $4,346 Avg Close — Range —
Q1 2023
Shares 15,863 Value ($000) $2,830 Avg Close — Range —
Q4 2022
Shares 16,115 Value ($000) $2,810 Avg Close — Range —
Q3 2022
Shares 15,537 Value ($000) $2,562 Avg Close — Range —
Q2 2022
Shares 15,733 Value ($000) $2,665 Avg Close — Range —
Q4 2021
Shares 14,698 Value ($000) $3,270 Avg Close — Range —