ISHARES TR

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

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q2 2025
Shares 2,039 Value ($000) $138 Avg Close — Range —
Q1 2025
Shares 4,339 Value ($000) $271 Avg Close — Range —
Q4 2024
Shares 4,339 Value ($000) $295 Avg Close — Range —
Q3 2024
Shares 4,339 Value ($000) $294 Avg Close — Range —
Q2 2024
Shares 4,339 Value ($000) $272 Avg Close — Range —
Q1 2024
Shares 5,254 Value ($000) $345 Avg Close — Range —
Q4 2023
Shares 7,669 Value ($000) $472 Avg Close — Range —
Q3 2023
Shares 28,006 Value ($000) $1,527 Avg Close — Range —
Q2 2023
Shares 18,724 Value ($000) $1,076 Avg Close — Range —