ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 10,712 Value ($000) $2,637 Avg Close Range
Q3 2025
Shares 11,095 Value ($000) $2,685 Avg Close Range
Q2 2025
Shares 11,924 Value ($000) $2,573 Avg Close Range
Q1 2025
Shares 11,304 Value ($000) $2,255 Avg Close Range
Q4 2024
Shares 12,199 Value ($000) $2,695 Avg Close Range
Q3 2024
Shares 11,880 Value ($000) $2,624 Avg Close Range
Q2 2024
Shares 11,791 Value ($000) $2,392 Avg Close Range
Q1 2024
Shares 11,931 Value ($000) $2,509 Avg Close Range
Q4 2023
Shares 12,911 Value ($000) $2,591 Avg Close Range
Q3 2023
Shares 13,152 Value ($000) $2,324 Avg Close Range
Q2 2023
Shares 13,339 Value ($000) $2,498 Avg Close Range
Q1 2023
Shares 14,578 Value ($000) $2,601 Avg Close Range
Q4 2022
Shares 15,020 Value ($000) $2,619 Avg Close Range
Q3 2022
Shares 14,754 Value ($000) $2,433 Avg Close Range
Q2 2022
Shares 15,206 Value ($000) $2,575 Avg Close Range
Q1 2022
Shares 15,033 Value ($000) $3,086 Avg Close Range
Q4 2021
Shares 15,586 Value ($000) $3,467 Avg Close Range
Q3 2021
Shares 15,823 Value ($000) $3,461 Avg Close Range
Q2 2021
Shares 15,581 Value ($000) $3,574 Avg Close Range
Q1 2021
Shares 16,587 Value ($000) $3,665 Avg Close Range
Q4 2020
Shares 16,916 Value ($000) $3,317 Avg Close Range
Q3 2020
Shares 17,597 Value ($000) $2,636 Avg Close Range
Q2 2020
Shares 18,897 Value ($000) $2,706 Avg Close Range
Q1 2020
Shares 18,612 Value ($000) $2,130 Avg Close Range
Q4 2019
Shares 19,197 Value ($000) $3,180 Avg Close Range
Q3 2019
Shares 18,493 Value ($000) $2,799 Avg Close Range
Q2 2019
Shares 18,632 Value ($000) $2,897 Avg Close Range
Q1 2019
Shares 19,490 Value ($000) $2,984 Avg Close Range
Q4 2018
Shares 18,569 Value ($000) $2,486 Avg Close Range
Q3 2018
Shares 20,510 Value ($000) $3,457 Avg Close Range
Q2 2018
Shares 20,955 Value ($000) $3,432 Avg Close Range
Q1 2018
Shares 20,655 Value ($000) $3,136 Avg Close Range
Q4 2017
Shares 22,180 Value ($000) $3,382 Avg Close Range
Q3 2017
Shares 22,358 Value ($000) $3,313 Avg Close Range
Q2 2017
Shares 23,237 Value ($000) $3,275 Avg Close Range
Q1 2017
Shares 24,548 Value ($000) $3,375 Avg Close Range
Q4 2016
Shares 26,365 Value ($000) $3,555 Avg Close Range
Q3 2016
Shares 25,393 Value ($000) $3,154 Avg Close Range
Q2 2016
Shares 27,573 Value ($000) $3,170 Avg Close Range
Q1 2016
Shares 31,519 Value ($000) $3,487 Avg Close Range
Q4 2015
Shares 39,874 Value ($000) $4,491 Avg Close Range
Q3 2015
Shares 43,234 Value ($000) $4,721 Avg Close Range
Q2 2015
Shares 55,673 Value ($000) $6,951 Avg Close Range
Q1 2015
Shares 58,988 Value ($000) $7,336 Avg Close Range
Q4 2014
Shares 61,595 Value ($000) $7,368 Avg Close Range
Q3 2014
Shares 62,300 Value ($000) $6,812 Avg Close Range
Q2 2014
Shares 72,589 Value ($000) $8,624 Avg Close Range
Q1 2014
Shares 88,509 Value ($000) $10,295 Avg Close Range
Q4 2013
Shares 103,512 Value ($000) $11,941 Avg Close Range
Q3 2013
Shares 110,639 Value ($000) $11,795 Avg Close Range