ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Petros Family Wealth, LLC's Holding History (CIK: 0002004963)

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

Q4 2025
Shares 4,214 Value ($000) $1,037 Avg Close — Range —
Q3 2025
Shares 7,778 Value ($000) $1,882 Avg Close — Range —
Q2 2025
Shares 7,655 Value ($000) $1,652 Avg Close — Range —
Q1 2025
Shares 7,137 Value ($000) $1,424 Avg Close — Range —
Q4 2024
Shares 7,206 Value ($000) $1,592 Avg Close — Range —