ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

KW WEALTH MANAGEMENT LLC's Holding History (CIK: 0002078696)

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

Q4 2025
Shares 1,432 Value ($000) $353 Avg Close — Range —
Q3 2025
Shares 1,370 Value ($000) $332 Avg Close — Range —