ISHARES TR

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

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 20,071 Value ($000) $1,503 Avg Close — Range —
Q3 2025
Shares 20,160 Value ($000) $1,499 Avg Close — Range —
Q2 2025
Shares 19,836 Value ($000) $1,348 Avg Close — Range —
Q1 2025
Shares 17,883 Value ($000) $1,112 Avg Close — Range —
Q4 2024
Shares 18,934 Value ($000) $1,278 Avg Close — Range —
Q3 2024
Shares 20,832 Value ($000) $1,382 Avg Close — Range —
Q2 2024
Shares 10,539 Value ($000) $645 Avg Close — Range —
Q1 2024
Shares 8,364 Value ($000) $532 Avg Close — Range —