ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 3,426 Value ($000) $390 Avg Close — Range —
Q3 2025
Shares 3,576 Value ($000) $395 Avg Close — Range —
Q2 2025
Shares 4,461 Value ($000) $444 Avg Close — Range —
Q1 2025
Shares 20,110 Value ($000) $1,960 Avg Close — Range —
Q4 2024
Shares 4,648 Value ($000) $505 Avg Close — Range —
Q3 2024
Shares 3,398 Value ($000) $366 Avg Close — Range —
Q2 2024
Shares 3,501 Value ($000) $341 Avg Close — Range —
Q1 2024
Shares 3,423 Value ($000) $352 Avg Close — Range —
Q4 2023
Shares 3,872 Value ($000) $399 Avg Close — Range —