ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0002006637)

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

Q4 2025
Shares 974 Value ($000) $240 Avg Close — Range —
Q3 2025
Shares 973 Value ($000) $236 Avg Close — Range —
Q2 2025
Shares 973 Value ($000) $210 Avg Close — Range —
Q4 2024
Shares 973 Value ($000) $215 Avg Close — Range —
Q3 2024
Shares 973 Value ($000) $215 Avg Close — Range —
Q2 2024
Shares 973 Value ($000) $197 Avg Close — Range —
Q1 2024
Shares 994 Value ($000) $209 Avg Close — Range —
Q4 2023
Shares 53 Value ($000) $11 Avg Close — Range —
Q3 2023
Shares 53 Value ($000) $9 Avg Close — Range —