ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Schrum Private Wealth Management LLC's Holding History (CIK: 0001914987)

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

Q4 2025
Shares 2,783 Value ($000) $685 Avg Close — Range —
Q3 2025
Shares 2,783 Value ($000) $674 Avg Close — Range —
Q2 2025
Shares 3,441 Value ($000) $743 Avg Close — Range —
Q1 2025
Shares 3,441 Value ($000) $687 Avg Close — Range —
Q4 2024
Shares 3,848 Value ($000) $850 Avg Close — Range —
Q2 2024
Shares 1,845 Value ($000) $374 Avg Close — Range —
Q1 2024
Shares 1,845 Value ($000) $388 Avg Close — Range —
Q3 2023
Shares 1,800 Value ($000) $318 Avg Close — Range —
Q2 2023
Shares 1,800 Value ($000) $337 Avg Close — Range —
Q1 2023
Shares 1,800 Value ($000) $321 Avg Close — Range —
Q4 2022
Shares 1,800 Value ($000) $314 Avg Close — Range —
Q3 2022
Shares 1,800 Value ($000) $296 Avg Close — Range —
Q2 2022
Shares 1,800 Value ($000) $305 Avg Close — Range —
Q1 2022
Shares 1,800 Value ($000) $369 Avg Close — Range —
Q4 2021
Shares 2,050 Value ($000) $456 Avg Close — Range —