ISHARES TR

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

ATTICUS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001800234)

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

Q4 2025
Shares 7,715 Value ($000) $1,056 Avg Close Range
Q3 2025
Shares 7,509 Value ($000) $1,069 Avg Close Range
Q2 2025
Shares 7,577 Value ($000) $1,051 Avg Close Range
Q1 2025
Shares 7,570 Value ($000) $889 Avg Close Range
Q4 2024
Shares 8,352 Value ($000) $1,059 Avg Close Range
Q3 2024
Shares 8,615 Value ($000) $1,010 Avg Close Range
Q2 2024
Shares 9,206 Value ($000) $1,016 Avg Close Range
Q1 2024
Shares 10,770 Value ($000) $1,229 Avg Close Range
Q4 2023
Shares 10,987 Value ($000) $1,148 Avg Close Range
Q3 2023
Shares 12,369 Value ($000) $1,130 Avg Close Range
Q2 2023
Shares 12,493 Value ($000) $1,207 Avg Close Range
Q1 2023
Shares 12,554 Value ($000) $1,143 Avg Close Range
Q4 2022
Shares 14,462 Value ($000) $1,209 Avg Close Range
Q2 2022
Shares 15,473 Value ($000) $1,226 Avg Close Range
Q1 2022
Shares 15,603 Value ($000) $1,568 Avg Close Range
Q4 2021
Shares 15,591 Value ($000) $1,796 Avg Close Range
Q3 2021
Shares 15,629 Value ($000) $1,752 Avg Close Range
Q2 2021
Shares 16,369 Value ($000) $1,853 Avg Close Range
Q1 2021
Shares 16,359 Value ($000) $1,670 Avg Close Range
Q4 2020
Shares 16,553 Value ($000) $1,699 Avg Close Range
Q3 2020
Shares 8,322 Value ($000) $1,439 Avg Close Range
Q2 2020
Shares 8,295 Value ($000) $1,312 Avg Close Range
Q1 2020
Shares 11,199 Value ($000) $1,362 Avg Close Range
Q4 2019
Shares 14,515 Value ($000) $2,215 Avg Close Range