ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holding History (CIK: 0002011649)

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

Q4 2025
Shares 1,960 Value ($000) $519 Avg Close — Range —
Q3 2025
Shares 1,960 Value ($000) $491 Avg Close — Range —
Q2 2025
Shares 1,960 Value ($000) $423 Avg Close — Range —
Q1 2025
Shares 1,960 Value ($000) $391 Avg Close — Range —
Q4 2024
Shares 1,960 Value ($000) $433 Avg Close — Range —
Q3 2024
Shares 1,960 Value ($000) $433 Avg Close — Range —
Q2 2024
Shares 1,960 Value ($000) $398 Avg Close — Range —
Q1 2024
Shares 1,960 Value ($000) $412 Avg Close — Range —
Q4 2023
Shares 1,960 Value ($000) $393 Avg Close — Range —