ISHARES TR

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

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

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

Q4 2025
Shares 1,214 Value ($000) $117 Avg Close — Range —
Q3 2025
Shares 1,043 Value ($000) $101 Avg Close — Range —
Q2 2025
Shares 1,085 Value ($000) $100 Avg Close — Range —
Q1 2025
Shares 1,085 Value ($000) $92 Avg Close — Range —
Q4 2024
Shares 1,085 Value ($000) $96 Avg Close — Range —
Q3 2024
Shares 1,085 Value ($000) $96 Avg Close — Range —
Q2 2024
Shares 1,085 Value ($000) $88 Avg Close — Range —
Q1 2024
Shares 1,074 Value ($000) $90 Avg Close — Range —
Q4 2023
Shares 1,074 Value ($000) $83 Avg Close — Range —
Q3 2023
Shares 1,109 Value ($000) $77 Avg Close — Range —
Q2 2023
Shares 1,109 Value ($000) $81 Avg Close — Range —
Q1 2023
Shares 571 Value ($000) $40 Avg Close — Range —
Q4 2022
Shares 569 Value ($000) $38 Avg Close — Range —
Q3 2022
Shares 22 Value ($000) $1 Avg Close — Range —
Q2 2022
Shares 22 Value ($000) $1 Avg Close — Range —
Q1 2022
Shares 22 Value ($000) $2 Avg Close — Range —
Q4 2021
Shares 22 Value ($000) $2 Avg Close — Range —
Q3 2021
Shares 22 Value ($000) $2 Avg Close — Range —