ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 4,639 Value ($000) $1 Avg Close — Range —
Q3 2025
Shares 4,639 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 4,416 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 4,421 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 4,421 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 4,421 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 4,421 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 4,475 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 4,875 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 4,875 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 3,269 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 3,277 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 3,277 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 3,277 Value ($000) $677 Avg Close — Range —
Q2 2022
Shares 3,148 Value ($000) $649 Avg Close — Range —
Q1 2022
Shares 3,248 Value ($000) $831 Avg Close — Range —
Q4 2021
Shares 3,348 Value ($000) $981 Avg Close — Range —
Q3 2021
Shares 3,344 Value ($000) $982 Avg Close — Range —
Q2 2021
Shares 3,344 Value ($000) $1,042 Avg Close — Range —
Q1 2021
Shares 3,384 Value ($000) $1,018 Avg Close — Range —
Q4 2020
Shares 3,444 Value ($000) $987 Avg Close — Range —
Q3 2020
Shares 3,469 Value ($000) $768 Avg Close — Range —
Q2 2020
Shares 3,469 Value ($000) $718 Avg Close — Range —
Q1 2020
Shares 3,654 Value ($000) $578 Avg Close — Range —
Q4 2019
Shares 3,754 Value ($000) $804 Avg Close — Range —
Q3 2019
Shares 3,754 Value ($000) $724 Avg Close — Range —
Q2 2019
Shares 3,769 Value ($000) $757 Avg Close — Range —
Q1 2019
Shares 3,769 Value ($000) $741 Avg Close — Range —
Q4 2018
Shares 2,944 Value ($000) $495 Avg Close — Range —
Q3 2018
Shares 2,944 Value ($000) $633 Avg Close — Range —
Q2 2018
Shares 2,944 Value ($000) $602 Avg Close — Range —
Q1 2018
Shares 2,944 Value ($000) $561 Avg Close — Range —
Q4 2017
Shares 3,354 Value ($000) $626 Avg Close — Range —
Q3 2017
Shares 3,354 Value ($000) $600 Avg Close — Range —
Q2 2017
Shares 3,354 Value ($000) $566 Avg Close — Range —
Q1 2017
Shares 3,364 Value ($000) $544 Avg Close — Range —