ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

SARD WEALTH MANAGEMENT GROUP, LLC's Holding History (CIK: 0002010095)

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

Q4 2025
Shares 2,567 Value ($000) $632 Avg Close — Range —
Q3 2025
Shares 2,652 Value ($000) $642 Avg Close — Range —
Q2 2025
Shares 2,645 Value ($000) $571 Avg Close — Range —
Q1 2025
Shares 3,025 Value ($000) $604 Avg Close — Range —
Q4 2024
Shares 3,019 Value ($000) $667 Avg Close — Range —
Q3 2024
Shares 3,097 Value ($000) $684 Avg Close — Range —
Q2 2024
Shares 3,088 Value ($000) $626 Avg Close — Range —
Q1 2024
Shares 3,788 Value ($000) $797 Avg Close — Range —
Q4 2023
Shares 2,371 Value ($000) $476 Avg Close — Range —