ISHARES TR

Ticker: SMLF CUSIP: 46434V290 Class: US SML CAP EQT

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 74,419 Value ($000) $5,573 Avg Close — Range —
Q3 2025
Shares 77,377 Value ($000) $5,753 Avg Close — Range —
Q2 2025
Shares 83,594 Value ($000) $5,680 Avg Close — Range —
Q1 2025
Shares 75,702 Value ($000) $4,706 Avg Close — Range —
Q4 2024
Shares 221,837 Value ($000) $14,974 Avg Close — Range —
Q3 2024
Shares 247,775 Value ($000) $16,440 Avg Close — Range —
Q2 2024
Shares 121,046 Value ($000) $7,409 Avg Close — Range —
Q1 2024
Shares 102,590 Value ($000) $6,523 Avg Close — Range —
Q3 2023
Shares 3,313 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 3,298 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 4,338 Value ($000) $0 Avg Close — Range —
Q2 2020
Shares 35,283 Value ($000) $1,260 Avg Close — Range —
Q4 2019
Shares 18,293 Value ($000) $785 Avg Close — Range —