ISHARES TR

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

XML Financial, LLC's Holding History (CIK: 0001800465)

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

Q4 2025
Shares 80,517 Value ($000) $11,026 Avg Close — Range —
Q3 2025
Shares 81,435 Value ($000) $11,597 Avg Close — Range —
Q2 2025
Shares 81,757 Value ($000) $11,338 Avg Close — Range —
Q1 2025
Shares 79,741 Value ($000) $9,369 Avg Close — Range —
Q4 2024
Shares 79,301 Value ($000) $10,051 Avg Close — Range —
Q3 2024
Shares 78,798 Value ($000) $9,242 Avg Close — Range —
Q2 2024
Shares 78,260 Value ($000) $8,636 Avg Close — Range —
Q1 2024
Shares 73,596 Value ($000) $8,400 Avg Close — Range —
Q4 2023
Shares 68,540 Value ($000) $7,160 Avg Close — Range —
Q3 2023
Shares 63,993 Value ($000) $5,846 Avg Close — Range —
Q2 2023
Shares 63,676 Value ($000) $6,153 Avg Close — Range —
Q1 2023
Shares 63,453 Value ($000) $5,777 Avg Close — Range —
Q4 2022
Shares 63,437 Value ($000) $5,303 Avg Close — Range —
Q3 2022
Shares 62,617 Value ($000) $4,911 Avg Close — Range —
Q2 2022
Shares 60,005 Value ($000) $4,754 Avg Close — Range —
Q1 2022
Shares 57,468 Value ($000) $5,776 Avg Close — Range —
Q4 2021
Shares 54,703 Value ($000) $6,303 Avg Close — Range —
Q3 2021
Shares 52,879 Value ($000) $5,927 Avg Close — Range —
Q2 2021
Shares 50,020 Value ($000) $5,662 Avg Close — Range —
Q1 2021
Shares 43,250 Value ($000) $4,414 Avg Close — Range —
Q4 2020
Shares 43,120 Value ($000) $4,426 Avg Close — Range —
Q3 2020
Shares 20,857 Value ($000) $3,606 Avg Close — Range —
Q2 2020
Shares 23,275 Value ($000) $3,680 Avg Close — Range —
Q1 2020
Shares 22,139 Value ($000) $2,692 Avg Close — Range —
Q4 2019
Shares 20,149 Value ($000) $3,074 Avg Close — Range —