ISHARES TR

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

Erickson Financial Group, LLC's Holding History (CIK: 0001797734)

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

Q4 2025
Shares 26,180 Value ($000) $8,456 Avg Close — Range —
Q3 2025
Shares 26,444 Value ($000) $8,463 Avg Close — Range —
Q2 2025
Shares 26,599 Value ($000) $7,604 Avg Close — Range —
Q1 2025
Shares 35,131 Value ($000) $8,977 Avg Close — Range —
Q4 2024
Shares 35,201 Value ($000) $10,132 Avg Close — Range —
Q3 2024
Shares 35,206 Value ($000) $9,999 Avg Close — Range —
Q2 2024
Shares 36,238 Value ($000) $9,514 Avg Close — Range —
Q1 2024
Shares 36,229 Value ($000) $9,811 Avg Close — Range —
Q4 2023
Shares 36,632 Value ($000) $9,239 Avg Close — Range —
Q3 2023
Shares 36,013 Value ($000) $8,072 Avg Close — Range —
Q2 2023
Shares 35,093 Value ($000) $8,516 Avg Close — Range —
Q1 2023
Shares 33,807 Value ($000) $7,668 Avg Close — Range —
Q4 2022
Shares 33,597 Value ($000) $7,207 Avg Close — Range —
Q3 2022
Shares 20,249 Value ($000) $4,183 Avg Close — Range —
Q2 2022
Shares 19,863 Value ($000) $4,098 Avg Close — Range —
Q1 2022
Shares 19,469 Value ($000) $4,979 Avg Close — Range —
Q4 2021
Shares 14,365 Value ($000) $4,210 Avg Close — Range —