ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

Sterling Group Wealth Management, LLC's Holding History (CIK: 0001852307)

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

Q4 2025
Shares 1,714 Value ($000) $429 Avg Close — Range —
Q3 2025
Shares 1,714 Value ($000) $440 Avg Close — Range —
Q2 2025
Shares 1,714 Value ($000) $412 Avg Close — Range —
Q1 2025
Shares 1,714 Value ($000) $346 Avg Close — Range —
Q4 2024
Shares 1,714 Value ($000) $355 Avg Close — Range —
Q3 2024
Shares 1,714 Value ($000) $348 Avg Close — Range —
Q2 2024
Shares 1,714 Value ($000) $334 Avg Close — Range —
Q4 2023
Shares 1,714 Value ($000) $269 Avg Close — Range —
Q3 2023
Shares 1,918 Value ($000) $268 Avg Close — Range —
Q2 2023
Shares 2,310 Value ($000) $333 Avg Close — Range —
Q1 2023
Shares 51,389 Value ($000) $7,145 Avg Close — Range —
Q4 2022
Shares 51,030 Value ($000) $7,447 Avg Close — Range —