ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

FOGEL CAPITAL MANAGEMENT, INC.'s Holding History (CIK: 0002011427)

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

Q4 2025
Shares 7,233 Value ($000) $1,780 Avg Close — Range —
Q3 2025
Shares 6,653 Value ($000) $1,610 Avg Close — Range —
Q2 2025
Shares 5,803 Value ($000) $1,252 Avg Close — Range —