ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

LJI Wealth Management, LLC's Holding History (CIK: 0001988563)

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

Q4 2025
Shares 116,909 Value ($000) $28,778 Avg Close — Range —
Q3 2025
Shares 109,862 Value ($000) $26,582 Avg Close — Range —
Q2 2025
Shares 111,716 Value ($000) $24,107 Avg Close — Range —
Q1 2025
Shares 103,822 Value ($000) $20,711 Avg Close — Range —
Q4 2024
Shares 96,064 Value ($000) $21,226 Avg Close — Range —
Q3 2024
Shares 101,893 Value ($000) $22,507 Avg Close — Range —
Q2 2024
Shares 97,635 Value ($000) $19,809 Avg Close — Range —
Q1 2024
Shares 75,572 Value ($000) $15,893 Avg Close — Range —
Q4 2023
Shares 72,785 Value ($000) $14,609 Avg Close — Range —
Q3 2023
Shares 72,887 Value ($000) $12,882 Avg Close — Range —
Q2 2023
Shares 69,480 Value ($000) $13,012 Avg Close — Range —
Q1 2023
Shares 69,634 Value ($000) $12,423 Avg Close — Range —
Q4 2022
Shares 66,213 Value ($000) $11,545 Avg Close — Range —