ISHARES TR

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

Berger Financial Group, Inc's Holding History (CIK: 0001826136)

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

Q4 2025
Shares 141,078 Value ($000) $10,572 Avg Close — Range —
Q3 2025
Shares 142,498 Value ($000) $10,506 Avg Close — Range —
Q2 2025
Shares 138,848 Value ($000) $9,411 Avg Close — Range —
Q1 2025
Shares 132,441 Value ($000) $8,283 Avg Close — Range —
Q4 2024
Shares 163,831 Value ($000) $11,140 Avg Close — Range —
Q3 2024
Shares 159,055 Value ($000) $10,773 Avg Close — Range —
Q2 2024
Shares 150,737 Value ($000) $9,436 Avg Close — Range —
Q1 2024
Shares 148,077 Value ($000) $9,715 Avg Close — Range —
Q4 2023
Shares 132,824 Value ($000) $8,178 Avg Close — Range —
Q3 2023
Shares 122,805 Value ($000) $6,694 Avg Close — Range —
Q2 2023
Shares 122,772 Value ($000) $7,056 Avg Close — Range —
Q1 2023
Shares 113,795 Value ($000) $6,238 Avg Close — Range —