ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Jessup Wealth Management, Inc's Holding History (CIK: 0001963536)

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

Q4 2025
Shares 10,928 Value ($000) $2,687 Avg Close — Range —
Q3 2025
Shares 10,877 Value ($000) $2,632 Avg Close — Range —
Q2 2025
Shares 10,922 Value ($000) $2,357 Avg Close — Range —
Q1 2025
Shares 11,625 Value ($000) $2,319 Avg Close — Range —
Q4 2024
Shares 11,950 Value ($000) $2,640 Avg Close — Range —
Q3 2024
Shares 39,447 Value ($000) $8,713 Avg Close — Range —
Q2 2024
Shares 42,075 Value ($000) $8,537 Avg Close — Range —
Q1 2024
Shares 42,772 Value ($000) $8,995 Avg Close — Range —
Q4 2023
Shares 40,525 Value ($000) $8,134 Avg Close — Range —
Q3 2023
Shares 6,630 Value ($000) $1,172 Avg Close — Range —
Q2 2023
Shares 8,144 Value ($000) $1,525 Avg Close — Range —
Q1 2023
Shares 23,130 Value ($000) $4,126 Avg Close — Range —
Q4 2022
Shares 24,252 Value ($000) $4,229 Avg Close — Range —