ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

RF&L WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001965915)

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

Q4 2025
Shares 4,059 Value ($000) $999 Avg Close — Range —
Q3 2025
Shares 4,146 Value ($000) $1,003 Avg Close — Range —
Q2 2025
Shares 4,141 Value ($000) $894 Avg Close — Range —
Q1 2025
Shares 4,111 Value ($000) $820 Avg Close — Range —
Q4 2024
Shares 4,156 Value ($000) $918 Avg Close — Range —
Q3 2024
Shares 4,156 Value ($000) $918 Avg Close — Range —
Q2 2024
Shares 4,238 Value ($000) $860 Avg Close — Range —
Q1 2024
Shares 4,238 Value ($000) $891 Avg Close — Range —
Q4 2023
Shares 4,376 Value ($000) $878 Avg Close — Range —
Q3 2023
Shares 4,406 Value ($000) $779 Avg Close — Range —
Q2 2023
Shares 4,460 Value ($000) $835 Avg Close — Range —
Q1 2023
Shares 4,489 Value ($000) $801 Avg Close — Range —
Q4 2022
Shares 4,608 Value ($000) $803 Avg Close — Range —