ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Evensky & Katz LLC's Holding History (CIK: 0001357867)

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

Q4 2025
Shares 3,673 Value ($000) $1 Avg Close Range
Q3 2025
Shares 3,665 Value ($000) $1 Avg Close Range
Q2 2025
Shares 3,660 Value ($000) $1 Avg Close Range
Q1 2025
Shares 3,747 Value ($000) $1 Avg Close Range
Q4 2024
Shares 3,741 Value ($000) $1 Avg Close Range
Q3 2024
Shares 3,733 Value ($000) $1 Avg Close Range
Q2 2024
Shares 4,449 Value ($000) $1 Avg Close Range
Q1 2024
Shares 3,717 Value ($000) $1 Avg Close Range
Q4 2023
Shares 3,836 Value ($000) $1 Avg Close Range
Q3 2023
Shares 3,916 Value ($000) $1 Avg Close Range
Q2 2023
Shares 3,834 Value ($000) $1 Avg Close Range
Q1 2023
Shares 4,238 Value ($000) $1 Avg Close Range
Q4 2022
Shares 2,846 Value ($000) $0 Avg Close Range
Q3 2022
Shares 3,248 Value ($000) $536 Avg Close Range
Q2 2022
Shares 3,248 Value ($000) $550 Avg Close Range
Q1 2022
Shares 3,241 Value ($000) $665 Avg Close Range
Q4 2021
Shares 3,236 Value ($000) $720 Avg Close Range
Q3 2021
Shares 3,711 Value ($000) $812 Avg Close Range
Q2 2021
Shares 3,807 Value ($000) $873 Avg Close Range
Q1 2021
Shares 3,700 Value ($000) $818 Avg Close Range
Q4 2020
Shares 4,066 Value ($000) $797 Avg Close Range
Q3 2020
Shares 4,039 Value ($000) $605 Avg Close Range
Q2 2020
Shares 4,094 Value ($000) $586 Avg Close Range
Q1 2020
Shares 4,345 Value ($000) $497 Avg Close Range
Q4 2019
Shares 4,123 Value ($000) $683 Avg Close Range
Q3 2019
Shares 5,780 Value ($000) $875 Avg Close Range
Q2 2019
Shares 6,305 Value ($000) $980 Avg Close Range
Q1 2019
Shares 6,273 Value ($000) $960 Avg Close Range
Q4 2018
Shares 6,194 Value ($000) $829 Avg Close Range
Q3 2018
Shares 6,784 Value ($000) $1,143 Avg Close Range
Q2 2018
Shares 7,208 Value ($000) $1,180 Avg Close Range
Q1 2018
Shares 7,447 Value ($000) $1,130 Avg Close Range
Q4 2017
Shares 7,448 Value ($000) $1,135 Avg Close Range
Q3 2017
Shares 7,453 Value ($000) $1,104 Avg Close Range
Q2 2017
Shares 7,467 Value ($000) $1,052 Avg Close Range
Q1 2017
Shares 7,975 Value ($000) $1,094 Avg Close Range
Q4 2016
Shares 9,568 Value ($000) $1,290 Avg Close Range
Q3 2016
Shares 9,833 Value ($000) $1,221 Avg Close Range
Q2 2016
Shares 16,134 Value ($000) $1,855 Avg Close Range
Q1 2016
Shares 21,407 Value ($000) $2,368 Avg Close Range
Q4 2015
Shares 24,797 Value ($000) $2,661 Avg Close Range
Q3 2015
Shares 24,797 Value ($000) $2,707 Avg Close Range
Q2 2015
Shares 29,367 Value ($000) $3,666 Avg Close Range
Q1 2015
Shares 29,389 Value ($000) $3,655 Avg Close Range
Q4 2014
Shares 1,815 Value ($000) $217 Avg Close Range
Q3 2014
Shares 30,705 Value ($000) $3,358 Avg Close Range
Q2 2014
Shares 1,684 Value ($000) $200 Avg Close Range
Q1 2014
Shares 699 Value ($000) $81 Avg Close Range
Q4 2013
Shares 828 Value ($000) $95 Avg Close Range
Q3 2013
Shares 819 Value ($000) $79 Avg Close Range
Q2 2013
Shares 819 Value ($000) $79 Avg Close Range