ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 43,530 Value ($000) $10,715 Avg Close — Range —
Q3 2025
Shares 44,192 Value ($000) $10,693 Avg Close — Range —
Q2 2025
Shares 43,070 Value ($000) $9,294 Avg Close — Range —
Q1 2025
Shares 43,300 Value ($000) $8,638 Avg Close — Range —
Q4 2024
Shares 40,411 Value ($000) $8,929 Avg Close — Range —
Q3 2024
Shares 39,284 Value ($000) $8,677 Avg Close — Range —
Q2 2024
Shares 39,962 Value ($000) $8,108 Avg Close — Range —
Q1 2024
Shares 39,100 Value ($000) $8,223 Avg Close — Range —
Q4 2023
Shares 35,913 Value ($000) $7,208 Avg Close — Range —
Q3 2023
Shares 34,851 Value ($000) $6,159 Avg Close — Range —
Q2 2023
Shares 31,749 Value ($000) $5,946 Avg Close — Range —
Q1 2023
Shares 30,339 Value ($000) $5,412 Avg Close — Range —
Q4 2022
Shares 28,667 Value ($000) $4,998 Avg Close — Range —
Q3 2022
Shares 22,190 Value ($000) $3,660 Avg Close — Range —
Q2 2022
Shares 23,342 Value ($000) $3,953 Avg Close — Range —
Q1 2022
Shares 24,502 Value ($000) $5,029 Avg Close — Range —
Q4 2021
Shares 14,167 Value ($000) $3,152 Avg Close — Range —