ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

APPLETON PARTNERS INC/MA's Holding History (CIK: 0001055290)

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

Q4 2025
Shares 2,654 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 2,942 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 2,590 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 2,765 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 2,859 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 2,932 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 3,307 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 3,283 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 3,398 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 3,573 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 3,723 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 3,798 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 3,798 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 3,798 Value ($000) $490 Avg Close — Range —
Q2 2022
Shares 3,739 Value ($000) $509 Avg Close — Range —
Q1 2022
Shares 3,739 Value ($000) $603 Avg Close — Range —
Q4 2021
Shares 3,797 Value ($000) $630 Avg Close — Range —
Q3 2021
Shares 4,105 Value ($000) $658 Avg Close — Range —
Q2 2021
Shares 3,904 Value ($000) $647 Avg Close — Range —
Q1 2021
Shares 3,904 Value ($000) $623 Avg Close — Range —
Q4 2020
Shares 3,939 Value ($000) $519 Avg Close — Range —
Q3 2020
Shares 4,064 Value ($000) $404 Avg Close — Range —
Q2 2020
Shares 4,064 Value ($000) $396 Avg Close — Range —
Q1 2020
Shares 4,239 Value ($000) $348 Avg Close — Range —
Q4 2019
Shares 4,942 Value ($000) $635 Avg Close — Range —
Q3 2019
Shares 5,004 Value ($000) $598 Avg Close — Range —
Q2 2019
Shares 5,054 Value ($000) $609 Avg Close — Range —
Q1 2019
Shares 5,054 Value ($000) $606 Avg Close — Range —
Q4 2018
Shares 5,404 Value ($000) $581 Avg Close — Range —
Q3 2018
Shares 5,364 Value ($000) $713 Avg Close — Range —
Q2 2018
Shares 5,699 Value ($000) $752 Avg Close — Range —
Q1 2018
Shares 5,824 Value ($000) $710 Avg Close — Range —
Q4 2017
Shares 6,149 Value ($000) $773 Avg Close — Range —
Q3 2017
Shares 6,149 Value ($000) $763 Avg Close — Range —
Q2 2017
Shares 6,260 Value ($000) $744 Avg Close — Range —
Q1 2017
Shares 6,260 Value ($000) $740 Avg Close — Range —