ISHARES TR

Ticker: SMMD CUSIP: 46435G268 Class: RUSEL 2500 ETF

Benchmark Financial Wealth Advisors, LLC's Holding History (CIK: 0001757706)

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

Q4 2025
Shares 78,091 Value ($000) $5,852 Avg Close — Range —
Q3 2025
Shares 74,369 Value ($000) $5,483 Avg Close — Range —
Q2 2025
Shares 71,026 Value ($000) $4,814 Avg Close — Range —
Q1 2025
Shares 59,735 Value ($000) $3,736 Avg Close — Range —
Q4 2024
Shares 71,168 Value ($000) $4,839 Avg Close — Range —
Q3 2024
Shares 66,280 Value ($000) $4,489 Avg Close — Range —
Q2 2024
Shares 60,783 Value ($000) $3,805 Avg Close — Range —
Q1 2024
Shares 53,829 Value ($000) $3,532 Avg Close — Range —
Q4 2023
Shares 45,591 Value ($000) $2,807 Avg Close — Range —
Q3 2023
Shares 44,713 Value ($000) $2,437 Avg Close — Range —
Q2 2023
Shares 39,919 Value ($000) $2,294 Avg Close — Range —
Q1 2023
Shares 20,403 Value ($000) $1,118 Avg Close — Range —
Q4 2022
Shares 9,880 Value ($000) $525 Avg Close — Range —