ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 78,942 Value ($000) $29,480 Avg Close — Range —
Q3 2025
Shares 71,155 Value ($000) $26,006 Avg Close — Range —
Q2 2025
Shares 71,232 Value ($000) $24,188 Avg Close — Range —
Q1 2025
Shares 68,477 Value ($000) $21,005 Avg Close — Range —
Q4 2024
Shares 65,747 Value ($000) $21,181 Avg Close — Range —
Q3 2024
Shares 65,723 Value ($000) $20,663 Avg Close — Range —
Q2 2024
Shares 62,951 Value ($000) $18,730 Avg Close — Range —
Q1 2024
Shares 42,388 Value ($000) $12,136 Avg Close — Range —
Q4 2023
Shares 44,818 Value ($000) $11,754 Avg Close — Range —
Q3 2023
Shares 44,981 Value ($000) $10,566 Avg Close — Range —
Q2 2023
Shares 44,981 Value ($000) $10,964 Avg Close — Range —
Q1 2023
Shares 44,969 Value ($000) $10,128 Avg Close — Range —
Q4 2022
Shares 44,987 Value ($000) $9,471 Avg Close — Range —
Q3 2022
Shares 51,463 Value ($000) $10,155 Avg Close — Range —
Q2 2022
Shares 61,799 Value ($000) $12,839 Avg Close — Range —
Q1 2022
Shares 50,633 Value ($000) $12,662 Avg Close — Range —
Q4 2021
Shares 43,654 Value ($000) $11,543 Avg Close — Range —
Q3 2021
Shares 43,652 Value ($000) $10,551 Avg Close — Range —
Q2 2021
Shares 43,843 Value ($000) $10,613 Avg Close — Range —
Q1 2021
Shares 43,833 Value ($000) $9,811 Avg Close — Range —
Q4 2020
Shares 40,519 Value ($000) $8,583 Avg Close — Range —
Q3 2020
Shares 40,503 Value ($000) $7,580 Avg Close — Range —
Q2 2020
Shares 41,540 Value ($000) $7,132 Avg Close — Range —
Q1 2020
Shares 42,011 Value ($000) $5,946 Avg Close — Range —
Q4 2019
Shares 23,088 Value ($000) $4,119 Avg Close — Range —
Q3 2019
Shares 23,069 Value ($000) $3,796 Avg Close — Range —
Q2 2019
Shares 23,051 Value ($000) $3,752 Avg Close — Range —
Q1 2019
Shares 22,839 Value ($000) $3,593 Avg Close — Range —
Q4 2018
Shares 32,963 Value ($000) $4,572 Avg Close — Range —
Q3 2018
Shares 14,791 Value ($000) $2,392 Avg Close — Range —
Q2 2018
Shares 8,816 Value ($000) $1,340 Avg Close — Range —
Q1 2018
Shares 8,816 Value ($000) $1,295 Avg Close — Range —
Q4 2017
Shares 12,108 Value ($000) $1,799 Avg Close — Range —
Q3 2017
Shares 12,315 Value ($000) $1,723 Avg Close — Range —
Q2 2017
Shares 12,236 Value ($000) $1,655 Avg Close — Range —
Q1 2017
Shares 11,577 Value ($000) $1,519 Avg Close — Range —
Q4 2016
Shares 11,557 Value ($000) $1,438 Avg Close — Range —