ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 1,870 Value ($000) $518 Avg Close — Range —
Q3 2025
Shares 1,957 Value ($000) $536 Avg Close — Range —
Q2 2025
Shares 1,986 Value ($000) $489 Avg Close — Range —
Q1 2025
Shares 1,997 Value ($000) $421 Avg Close — Range —
Q4 2024
Shares 1,881 Value ($000) $443 Avg Close — Range —
Q3 2024
Shares 2,478 Value ($000) $545 Avg Close — Range —
Q2 2024
Shares 3,064 Value ($000) $657 Avg Close — Range —
Q1 2024
Shares 2,109 Value ($000) $412 Avg Close — Range —
Q4 2023
Shares 1,683 Value ($000) $295 Avg Close — Range —
Q3 2023
Shares 1,694 Value ($000) $261 Avg Close — Range —
Q2 2023
Shares 1,777 Value ($000) $281 Avg Close — Range —
Q1 2023
Shares 1,882 Value ($000) $268 Avg Close — Range —
Q4 2022
Shares 1,974 Value ($000) $238 Avg Close — Range —
Q3 2022
Shares 2,478 Value ($000) $296 Avg Close — Range —
Q2 2022
Shares 2,695 Value ($000) $338 Avg Close — Range —
Q1 2022
Shares 3,277 Value ($000) $521 Avg Close — Range —
Q4 2021
Shares 8,425 Value ($000) $1,460 Avg Close — Range —