ISHARES TR

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

WCG Wealth Advisors LLC's Holding History (CIK: 0001855713)

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

Q4 2025
Shares 146,340 Value ($000) $10,958 Avg Close Range
Q3 2025
Shares 138,267 Value ($000) $10,280 Avg Close Range
Q2 2025
Shares 123,891 Value ($000) $8,418 Avg Close Range
Q1 2025
Shares 120,532 Value ($000) $7,492 Avg Close Range
Q4 2024
Shares 113,635 Value ($000) $7,671 Avg Close Range
Q3 2024
Shares 108,691 Value ($000) $7 Avg Close Range