ISHARES TR

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

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 2,227 Value ($000) $305 Avg Close — Range —
Q3 2025
Shares 2,227 Value ($000) $317 Avg Close — Range —
Q2 2025
Shares 2,227 Value ($000) $309 Avg Close — Range —
Q1 2025
Shares 2,227 Value ($000) $262 Avg Close — Range —
Q4 2024
Shares 2,227 Value ($000) $282 Avg Close — Range —
Q3 2024
Shares 2,268 Value ($000) $266 Avg Close — Range —
Q2 2024
Shares 2,268 Value ($000) $250 Avg Close — Range —
Q1 2024
Shares 2,268 Value ($000) $259 Avg Close — Range —
Q4 2023
Shares 2,268 Value ($000) $237 Avg Close — Range —
Q3 2023
Shares 2,268 Value ($000) $207 Avg Close — Range —
Q2 2023
Shares 2,268 Value ($000) $219 Avg Close — Range —
Q1 2023
Shares 2,227 Value ($000) $203 Avg Close — Range —
Q4 2022
Shares 2,227 Value ($000) $186 Avg Close — Range —
Q3 2022
Shares 19 Value ($000) $1 Avg Close — Range —
Q2 2022
Shares 19 Value ($000) $2 Avg Close — Range —
Q1 2022
Shares 19 Value ($000) $2 Avg Close — Range —