ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 1,695 Value ($000) $417 Avg Close — Range —
Q3 2025
Shares 1,703 Value ($000) $412 Avg Close — Range —
Q2 2025
Shares 1,703 Value ($000) $368 Avg Close — Range —
Q1 2025
Shares 1,694 Value ($000) $338 Avg Close — Range —
Q4 2024
Shares 1,689 Value ($000) $373 Avg Close — Range —
Q3 2024
Shares 1,686 Value ($000) $372 Avg Close — Range —
Q2 2024
Shares 3,042 Value ($000) $617 Avg Close — Range —
Q1 2024
Shares 3,042 Value ($000) $640 Avg Close — Range —
Q4 2023
Shares 3,105 Value ($000) $623 Avg Close — Range —
Q3 2023
Shares 3,134 Value ($000) $554 Avg Close — Range —
Q2 2023
Shares 3,128 Value ($000) $586 Avg Close — Range —
Q1 2023
Shares 3,128 Value ($000) $558 Avg Close — Range —
Q4 2022
Shares 3,125 Value ($000) $545 Avg Close — Range —
Q3 2022
Shares 3,271 Value ($000) $539 Avg Close — Range —
Q2 2022
Shares 3,271 Value ($000) $554 Avg Close — Range —
Q1 2022
Shares 3,271 Value ($000) $671 Avg Close — Range —
Q4 2021
Shares 3,269 Value ($000) $727 Avg Close — Range —