ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 18,300 Value ($000) $5 Avg Close Range
Q3 2025
Shares 18,532 Value ($000) $4 Avg Close Range
Q2 2025
Shares 18,905 Value ($000) $4 Avg Close Range
Q1 2025
Shares 19,385 Value ($000) $4 Avg Close Range
Q4 2024
Shares 19,865 Value ($000) $4 Avg Close Range
Q3 2024
Shares 21,524 Value ($000) $5 Avg Close Range
Q2 2024
Shares 22,538 Value ($000) $5 Avg Close Range
Q1 2024
Shares 22,733 Value ($000) $5 Avg Close Range
Q4 2023
Shares 25,141 Value ($000) $5 Avg Close Range
Q3 2023
Shares 26,489 Value ($000) $5 Avg Close Range
Q2 2023
Shares 25,341 Value ($000) $5 Avg Close Range
Q1 2023
Shares 26,309 Value ($000) $5 Avg Close Range
Q4 2022
Shares 26,291 Value ($000) $5 Avg Close Range
Q3 2022
Shares 26,899 Value ($000) $4,436 Avg Close Range
Q2 2022
Shares 26,665 Value ($000) $4,516 Avg Close Range
Q1 2022
Shares 27,041 Value ($000) $5,551 Avg Close Range
Q4 2021
Shares 27,803 Value ($000) $6,185 Avg Close Range
Q3 2021
Shares 27,656 Value ($000) $6,050 Avg Close Range
Q2 2021
Shares 27,940 Value ($000) $6,409 Avg Close Range
Q1 2021
Shares 28,842 Value ($000) $6,372 Avg Close Range
Q4 2020
Shares 28,875 Value ($000) $5,661 Avg Close Range
Q3 2020
Shares 29,279 Value ($000) $4,386 Avg Close Range
Q2 2020
Shares 29,374 Value ($000) $4,206 Avg Close Range
Q1 2020
Shares 33,328 Value ($000) $3,815 Avg Close Range
Q4 2019
Shares 34,832 Value ($000) $5,771 Avg Close Range
Q3 2019
Shares 36,615 Value ($000) $5,541 Avg Close Range
Q2 2019
Shares 37,388 Value ($000) $5,814 Avg Close Range
Q1 2019
Shares 37,438 Value ($000) $5,731 Avg Close Range
Q4 2018
Shares 36,802 Value ($000) $4,928 Avg Close Range
Q3 2018
Shares 35,053 Value ($000) $5,908 Avg Close Range
Q2 2018
Shares 34,889 Value ($000) $5,714 Avg Close Range
Q1 2018
Shares 34,678 Value ($000) $5,265 Avg Close Range
Q4 2017
Shares 34,392 Value ($000) $5,243 Avg Close Range
Q3 2017
Shares 33,623 Value ($000) $4,982 Avg Close Range
Q2 2017
Shares 33,852 Value ($000) $4,770 Avg Close Range
Q1 2017
Shares 34,435 Value ($000) $4,734 Avg Close Range