ISHARES TR

Ticker: SMMV CUSIP: 46435G433 Class: ETF

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 68,629 Value ($000) $2,974 Avg Close — Range —
Q3 2025
Shares 66,825 Value ($000) $2,877 Avg Close — Range —
Q2 2025
Shares 65,633 Value ($000) $2,757 Avg Close — Range —
Q1 2025
Shares 61,769 Value ($000) $2,560 Avg Close — Range —