ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001352860)

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

Q4 2025
Shares 46,599 Value ($000) $11,471 Avg Close Range
Q3 2025
Shares 56,965 Value ($000) $13,783 Avg Close Range
Q2 2025
Shares 60,299 Value ($000) $13,012 Avg Close Range
Q1 2025
Shares 50,244 Value ($000) $10,023 Avg Close Range
Q4 2024
Shares 45,843 Value ($000) $10,130 Avg Close Range
Q3 2024
Shares 42,296 Value ($000) $9,343 Avg Close Range
Q2 2024
Shares 36,217 Value ($000) $7,348 Avg Close Range
Q1 2024
Shares 36,883 Value ($000) $7,757 Avg Close Range
Q4 2023
Shares 35,749 Value ($000) $7,175 Avg Close Range
Q3 2023
Shares 33,023 Value ($000) $5,836 Avg Close Range
Q2 2023
Shares 33,658 Value ($000) $6,303 Avg Close Range
Q1 2023
Shares 34,412 Value ($000) $6,139 Avg Close Range
Q4 2022
Shares 34,226 Value ($000) $5,968 Avg Close Range
Q3 2022
Shares 37,754 Value ($000) $6,226 Avg Close Range
Q2 2022
Shares 40,199 Value ($000) $6,808 Avg Close Range
Q1 2022
Shares 39,608 Value ($000) $8,130 Avg Close Range
Q4 2021
Shares 40,610 Value ($000) $9,034 Avg Close Range
Q3 2021
Shares 37,900 Value ($000) $8,301 Avg Close Range
Q2 2021
Shares 38,938 Value ($000) $8,931 Avg Close Range
Q1 2021
Shares 42,293 Value ($000) $9,344 Avg Close Range
Q4 2020
Shares 41,589 Value ($000) $8,150 Avg Close Range
Q3 2020
Shares 30,275 Value ($000) $4,535 Avg Close Range
Q2 2020
Shares 29,636 Value ($000) $4,240 Avg Close Range
Q1 2020
Shares 32,604 Value ($000) $3,732 Avg Close Range
Q4 2019
Shares 35,191 Value ($000) $5,698 Avg Close Range
Q3 2019
Shares 28,092 Value ($000) $4,251 Avg Close Range
Q2 2019
Shares 30,021 Value ($000) $4,668 Avg Close Range
Q1 2019
Shares 27,181 Value ($000) $4,161 Avg Close Range
Q4 2018
Shares 23,960 Value ($000) $3,208 Avg Close Range
Q3 2018
Shares 28,072 Value ($000) $4,732 Avg Close Range
Q2 2018
Shares 24,552 Value ($000) $4,021 Avg Close Range
Q1 2018
Shares 25,572 Value ($000) $3,882 Avg Close Range
Q4 2017
Shares 24,957 Value ($000) $3,804 Avg Close Range
Q3 2017
Shares 25,157 Value ($000) $3,728 Avg Close Range
Q2 2017
Shares 23,757 Value ($000) $3,348 Avg Close Range
Q1 2017
Shares 24,557 Value ($000) $3,376 Avg Close Range
Q4 2016
Shares 24,357 Value ($000) $3,285 Avg Close Range
Q3 2016
Shares 21,925 Value ($000) $2,724 Avg Close Range
Q2 2016
Shares 21,725 Value ($000) $2,498 Avg Close Range
Q1 2016
Shares 5,525 Value ($000) $611 Avg Close Range
Q4 2015
Shares 9,625 Value ($000) $1,084 Avg Close Range
Q3 2015
Shares 23,865 Value ($000) $2,606 Avg Close Range
Q2 2015
Shares 31,765 Value ($000) $3,966 Avg Close Range
Q1 2015
Shares 32,615 Value ($000) $4,056 Avg Close Range
Q4 2014
Shares 24,040 Value ($000) $2,875 Avg Close Range
Q3 2014
Shares 4,760 Value ($000) $521 Avg Close Range
Q2 2014
Shares 5,960 Value ($000) $708 Avg Close Range
Q1 2014
Shares 10,800 Value ($000) $1,256 Avg Close Range
Q4 2013
Shares 10,600 Value ($000) $1,223 Avg Close Range
Q3 2013
Shares 4,930 Value ($000) $526 Avg Close Range
Q2 2013
Shares 9,710 Value ($000) $942 Avg Close Range