ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

CONGRESS ASSET MANAGEMENT CO /MA's Holding History (CIK: 0000897378)

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

Q4 2025
Shares 2,650 Value ($000) $652 Avg Close — Range —
Q3 2025
Shares 2,650 Value ($000) $641 Avg Close — Range —
Q2 2025
Shares 2,650 Value ($000) $572 Avg Close — Range —
Q4 2022
Shares 5,934 Value ($000) $1,035 Avg Close — Range —
Q4 2020
Shares 1,869 Value ($000) $366 Avg Close — Range —
Q4 2018
Shares 15,843 Value ($000) $2,121 Avg Close — Range —