ISHARES TR

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

Lee Financial Co's Holding History (CIK: 0001391166)

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

Q4 2025
Shares 40,719 Value ($000) $5,576 Avg Close Range
Q3 2025
Shares 42,364 Value ($000) $6,033 Avg Close Range
Q2 2025
Shares 43,037 Value ($000) $5,968 Avg Close Range
Q1 2025
Shares 44,155 Value ($000) $5,188 Avg Close Range
Q4 2024
Shares 44,875 Value ($000) $5,688 Avg Close Range
Q3 2024
Shares 45,460 Value ($000) $5,332 Avg Close Range
Q2 2024
Shares 47,120 Value ($000) $5,200 Avg Close Range
Q1 2024
Shares 47,469 Value ($000) $5,418 Avg Close Range
Q4 2023
Shares 48,534 Value ($000) $5,070 Avg Close Range
Q3 2023
Shares 49,335 Value ($000) $4,512 Avg Close Range
Q2 2023
Shares 50,570 Value ($000) $4,887 Avg Close Range
Q1 2023
Shares 60,209 Value ($000) $5,482 Avg Close Range
Q4 2022
Shares 60,612 Value ($000) $5,067 Avg Close Range
Q3 2022
Shares 63,527 Value ($000) $4,982 Avg Close Range
Q2 2022
Shares 41,748 Value ($000) $3,307 Avg Close Range
Q1 2022
Shares 46 Value ($000) $5 Avg Close Range
Q4 2021
Shares 46 Value ($000) $5 Avg Close Range
Q3 2021
Shares 46 Value ($000) $5 Avg Close Range
Q4 2020
Shares 402 Value ($000) $41 Avg Close Range
Q3 2020
Shares 201 Value ($000) $35 Avg Close Range
Q2 2020
Shares 201 Value ($000) $32 Avg Close Range
Q1 2020
Shares 201 Value ($000) $24 Avg Close Range
Q4 2019
Shares 201 Value ($000) $31 Avg Close Range
Q3 2019
Shares 201 Value ($000) $28 Avg Close Range
Q2 2019
Shares 201 Value ($000) $29 Avg Close Range