ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Strategies Wealth Advisors, LLC's Holding History (CIK: 0001976435)

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

Q4 2025
Shares 1,114 Value ($000) $274 Avg Close — Range —
Q3 2025
Shares 2,529 Value ($000) $612 Avg Close — Range —
Q2 2025
Shares 1,114 Value ($000) $240 Avg Close — Range —
Q1 2025
Shares 1,843 Value ($000) $368 Avg Close — Range —
Q4 2024
Shares 6,022 Value ($000) $1,367 Avg Close — Range —
Q3 2024
Shares 3,895 Value ($000) $860 Avg Close — Range —
Q2 2024
Shares 1,856 Value ($000) $377 Avg Close — Range —
Q1 2024
Shares 1,369 Value ($000) $288 Avg Close — Range —
Q4 2023
Shares 1,229 Value ($000) $247 Avg Close — Range —
Q3 2023
Shares 1,425 Value ($000) $252 Avg Close — Range —
Q2 2023
Shares 1,325 Value ($000) $248 Avg Close — Range —
Q1 2023
Shares 1,324 Value ($000) $236 Avg Close — Range —
Q4 2022
Shares 1,352 Value ($000) $236 Avg Close — Range —