ISHARES TR

Ticker: SMMV CUSIP: 46435G433 Class: ETF

WEALTH MANAGEMENT RESOURCES, INC.'s Holding History (CIK: 0001063516)

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

Q4 2025
Shares 280,799 Value ($000) $12,167 Avg Close — Range —
Q3 2025
Shares 291,848 Value ($000) $12,564 Avg Close — Range —
Q2 2025
Shares 289,440 Value ($000) $12,159 Avg Close — Range —
Q1 2025
Shares 284,086 Value ($000) $11,775 Avg Close — Range —
Q4 2024
Shares 283,350 Value ($000) $11,748 Avg Close — Range —
Q3 2024
Shares 335,456 Value ($000) $13,688 Avg Close — Range —
Q2 2024
Shares 329,927 Value ($000) $12,305 Avg Close — Range —
Q1 2024
Shares 328,098 Value ($000) $12,287 Avg Close — Range —
Q4 2023
Shares 317,173 Value ($000) $11,320 Avg Close — Range —
Q3 2023
Shares 312,868 Value ($000) $10,327 Avg Close — Range —
Q2 2023
Shares 297,046 Value ($000) $10,183 Avg Close — Range —
Q1 2023
Shares 266,198 Value ($000) $9,232 Avg Close — Range —
Q4 2022
Shares 260,065 Value ($000) $9,017 Avg Close — Range —
Q3 2022
Shares 261,692 Value ($000) $8,350 Avg Close — Range —
Q2 2022
Shares 257,375 Value ($000) $8,769 Avg Close — Range —
Q1 2022
Shares 208,564 Value ($000) $7,754 Avg Close — Range —
Q4 2021
Shares 203,359 Value ($000) $7,949 Avg Close — Range —