ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

O'ROURKE & COMPANY, Inc's Holding History (CIK: 0001911468)

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

Q4 2025
Shares 3,914 Value ($000) $377 Avg Close — Range —
Q3 2025
Shares 3,125 Value ($000) $302 Avg Close — Range —
Q2 2025
Shares 3,125 Value ($000) $287 Avg Close — Range —
Q1 2025
Shares 3,125 Value ($000) $266 Avg Close — Range —
Q4 2024
Shares 3,299 Value ($000) $292 Avg Close — Range —
Q3 2024
Shares 3,299 Value ($000) $291 Avg Close — Range —
Q2 2024
Shares 3,299 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 3,299 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 3,299 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 3,336 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 3,336 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 3,364 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 3,364 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 3,364 Value ($000) $209 Avg Close — Range —
Q2 2022
Shares 3,364 Value ($000) $218 Avg Close — Range —
Q1 2022
Shares 3,364 Value ($000) $263 Avg Close — Range —
Q4 2021
Shares 4,514 Value ($000) $375 Avg Close — Range —