ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 50,848 Value ($000) $6,963 Avg Close — Range —
Q3 2025
Shares 50,833 Value ($000) $7,239 Avg Close — Range —
Q2 2025
Shares 53,256 Value ($000) $7,386 Avg Close — Range —
Q1 2025
Shares 54,087 Value ($000) $6,355 Avg Close — Range —
Q4 2024
Shares 54,318 Value ($000) $6,885 Avg Close — Range —
Q3 2024
Shares 54,470 Value ($000) $6,389 Avg Close — Range —
Q2 2024
Shares 55,151 Value ($000) $6,086 Avg Close — Range —
Q1 2024
Shares 4,093 Value ($000) $450 Avg Close — Range —
Q4 2023
Shares 4,153 Value ($000) $434 Avg Close — Range —
Q3 2023
Shares 15,676 Value ($000) $1,432 Avg Close — Range —
Q2 2023
Shares 2,120 Value ($000) $205 Avg Close — Range —
Q1 2023
Shares 2,120 Value ($000) $193 Avg Close — Range —
Q4 2022
Shares 2,120 Value ($000) $177 Avg Close — Range —
Q3 2022
Shares 2,120 Value ($000) $166 Avg Close — Range —
Q2 2022
Shares 15,676 Value ($000) $1,242 Avg Close — Range —
Q1 2022
Shares 16,015 Value ($000) $1,610 Avg Close — Range —
Q4 2021
Shares 15,015 Value ($000) $1,730 Avg Close — Range —
Q3 2021
Shares 13,645 Value ($000) $1,529 Avg Close — Range —
Q2 2021
Shares 14,151 Value ($000) $1,602 Avg Close — Range —
Q1 2021
Shares 14,725 Value ($000) $1,503 Avg Close — Range —
Q4 2020
Shares 14,725 Value ($000) $1,512 Avg Close — Range —
Q3 2020
Shares 9,524 Value ($000) $1,646 Avg Close — Range —
Q2 2020
Shares 8,585 Value ($000) $1,357 Avg Close — Range —
Q1 2020
Shares 9,084 Value ($000) $1,105 Avg Close — Range —
Q4 2019
Shares 9,084 Value ($000) $1,386 Avg Close — Range —
Q3 2019
Shares 9,084 Value ($000) $1,284 Avg Close — Range —
Q2 2019
Shares 9,084 Value ($000) $1,295 Avg Close — Range —
Q1 2019
Shares 9,084 Value ($000) $1,232 Avg Close — Range —
Q4 2018
Shares 9,084 Value ($000) $1,033 Avg Close — Range —
Q3 2018
Shares 9,084 Value ($000) $1,232 Avg Close — Range —
Q2 2018
Shares 9,212 Value ($000) $1,167 Avg Close — Range —
Q1 2018
Shares 9,212 Value ($000) $1,133 Avg Close — Range —
Q4 2017
Shares 21,999 Value ($000) $2,654 Avg Close — Range —
Q3 2017
Shares 25,072 Value ($000) $2,838 Avg Close — Range —
Q2 2017
Shares 25,399 Value ($000) $2,745 Avg Close — Range —
Q1 2017
Shares 25,399 Value ($000) $2,635 Avg Close — Range —
Q4 2016
Shares 25,381 Value ($000) $2,472 Avg Close — Range —