ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Bernard Wealth Management Corp.'s Holding History (CIK: 0002056313)

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

Q4 2025
Shares 5,926 Value ($000) $1,459 Avg Close — Range —
Q3 2025
Shares 5,929 Value ($000) $1,435 Avg Close — Range —
Q2 2025
Shares 5,976 Value ($000) $1,290 Avg Close — Range —
Q1 2025
Shares 5,929 Value ($000) $1,183 Avg Close — Range —
Q4 2024
Shares 6,620 Value ($000) $1,320 Avg Close — Range —