ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Evernest Financial Advisors, LLC's Holding History (CIK: 0002009530)

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

Q4 2025
Shares 6,913 Value ($000) $1,845 Avg Close — Range —
Q3 2025
Shares 9,712 Value ($000) $2,350 Avg Close — Range —
Q2 2025
Shares 9,711 Value ($000) $2,095 Avg Close — Range —
Q1 2025
Shares 6,465 Value ($000) $1,290 Avg Close — Range —
Q4 2024
Shares 6,464 Value ($000) $1,428 Avg Close — Range —
Q3 2024
Shares 6,775 Value ($000) $1,497 Avg Close — Range —
Q2 2024
Shares 3,991 Value ($000) $810 Avg Close — Range —
Q1 2024
Shares 4,046 Value ($000) $781 Avg Close — Range —