ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 16,916 Value ($000) $2,388 Avg Close — Range —
Q3 2025
Shares 16,916 Value ($000) $2,394 Avg Close — Range —
Q2 2025
Shares 17,286 Value ($000) $2,300 Avg Close — Range —
Q1 2025
Shares 17,286 Value ($000) $2,152 Avg Close — Range —
Q4 2024
Shares 17,286 Value ($000) $2,340 Avg Close — Range —
Q3 2024
Shares 17,633 Value ($000) $2,460 Avg Close — Range —
Q2 2024
Shares 17,633 Value ($000) $2,265 Avg Close — Range —
Q1 2024
Shares 17,633 Value ($000) $2,305 Avg Close — Range —
Q4 2023
Shares 17,681 Value ($000) $2,213 Avg Close — Range —
Q3 2023
Shares 31,156 Value ($000) $3,417 Avg Close — Range —
Q2 2023
Shares 31,178 Value ($000) $3,583 Avg Close — Range —
Q1 2023
Shares 42,699 Value ($000) $4,694 Avg Close — Range —
Q4 2022
Shares 43,109 Value ($000) $4,659 Avg Close — Range —
Q3 2022
Shares 43,251 Value ($000) $4,397 Avg Close — Range —
Q2 2022
Shares 43,391 Value ($000) $4,570 Avg Close — Range —
Q1 2022
Shares 43,080 Value ($000) $5,389 Avg Close — Range —
Q4 2021
Shares 43,310 Value ($000) $6,011 Avg Close — Range —
Q3 2021
Shares 43,732 Value ($000) $5,687 Avg Close — Range —
Q2 2021
Shares 43,731 Value ($000) $5,800 Avg Close — Range —
Q4 2020
Shares 47,539 Value ($000) $5,343 Avg Close — Range —
Q3 2020
Shares 22,537 Value ($000) $3,976 Avg Close — Range —
Q2 2020
Shares 23,966 Value ($000) $4,004 Avg Close — Range —
Q1 2020
Shares 23,743 Value ($000) $3,273 Avg Close — Range —
Q4 2019
Shares 24,730 Value ($000) $4,780 Avg Close — Range —
Q3 2019
Shares 24,794 Value ($000) $4,423 Avg Close — Range —
Q2 2019
Shares 24,494 Value ($000) $4,470 Avg Close — Range —