ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 93,180 Value ($000) $22,937 Avg Close Range
Q3 2025
Shares 94,291 Value ($000) $22,815 Avg Close Range
Q2 2025
Shares 94,834 Value ($000) $20,464 Avg Close Range
Q1 2025
Shares 98,319 Value ($000) $19,614 Avg Close Range
Q4 2024
Shares 99,253 Value ($000) $21,931 Avg Close Range
Q3 2024
Shares 108,177 Value ($000) $23,895 Avg Close Range
Q2 2024
Shares 105,426 Value ($000) $21,390 Avg Close Range
Q1 2024
Shares 29,470 Value ($000) $6,034 Avg Close Range
Q4 2023
Shares 31,591 Value ($000) $6,341 Avg Close Range
Q3 2023
Shares 31,170 Value ($000) $5,509 Avg Close Range
Q2 2023
Shares 28,577 Value ($000) $5,352 Avg Close Range
Q1 2023
Shares 27,992 Value ($000) $4,994 Avg Close Range
Q4 2022
Shares 28,096 Value ($000) $4,899 Avg Close Range
Q3 2022
Shares 28,358 Value ($000) $4,677 Avg Close Range
Q2 2022
Shares 28,205 Value ($000) $4,777 Avg Close Range
Q1 2022
Shares 27,911 Value ($000) $5,729 Avg Close Range
Q4 2021
Shares 26,686 Value ($000) $5,936 Avg Close Range
Q3 2021
Shares 25,627 Value ($000) $5,606 Avg Close Range
Q2 2021
Shares 24,591 Value ($000) $5,640 Avg Close Range
Q1 2021
Shares 24,148 Value ($000) $5,335 Avg Close Range
Q4 2020
Shares 23,025 Value ($000) $4,514 Avg Close Range
Q3 2020
Shares 22,850 Value ($000) $3,423 Avg Close Range
Q2 2020
Shares 24,085 Value ($000) $3,448 Avg Close Range
Q1 2020
Shares 25,744 Value ($000) $2,947 Avg Close Range
Q4 2019
Shares 25,904 Value ($000) $4,292 Avg Close Range
Q3 2019
Shares 25,821 Value ($000) $3,908 Avg Close Range
Q2 2019
Shares 26,756 Value ($000) $4,161 Avg Close Range
Q1 2019
Shares 26,906 Value ($000) $4,119 Avg Close Range
Q4 2018
Shares 26,906 Value ($000) $3,603 Avg Close Range
Q3 2018
Shares 27,849 Value ($000) $4,694 Avg Close Range
Q2 2018
Shares 27,894 Value ($000) $4,568 Avg Close Range
Q1 2018
Shares 27,894 Value ($000) $4,235 Avg Close Range
Q4 2017
Shares 39,041 Value ($000) $5,952 Avg Close Range
Q3 2017
Shares 38,827 Value ($000) $5,753 Avg Close Range
Q2 2017
Shares 41,411 Value ($000) $5,836 Avg Close Range
Q1 2017
Shares 35,242 Value ($000) $4,845 Avg Close Range
Q4 2016
Shares 34,033 Value ($000) $4,589 Avg Close Range