ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Crestwood Advisors Group LLC's Holding History (CIK: 0001426853)

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

Q4 2025
Shares 16,744 Value ($000) $4,122 Avg Close Range
Q3 2025
Shares 17,707 Value ($000) $4,284 Avg Close Range
Q2 2025
Shares 17,374 Value ($000) $3,749 Avg Close Range
Q1 2025
Shares 16,665 Value ($000) $3,325 Avg Close Range
Q4 2024
Shares 15,572 Value ($000) $3,441 Avg Close Range
Q3 2024
Shares 15,542 Value ($000) $3,433 Avg Close Range
Q2 2024
Shares 15,572 Value ($000) $3,159 Avg Close Range
Q1 2024
Shares 14,971 Value ($000) $3,148 Avg Close Range
Q4 2023
Shares 13,064 Value ($000) $2,622 Avg Close Range
Q3 2023
Shares 7,000 Value ($000) $1,237 Avg Close Range
Q2 2023
Shares 6,237 Value ($000) $1,168 Avg Close Range
Q1 2023
Shares 6,070 Value ($000) $1,083 Avg Close Range
Q4 2022
Shares 4,303 Value ($000) $750 Avg Close Range
Q3 2022
Shares 4,451 Value ($000) $734 Avg Close Range
Q2 2022
Shares 5,169 Value ($000) $875 Avg Close Range
Q1 2022
Shares 5,318 Value ($000) $1,092 Avg Close Range
Q4 2021
Shares 5,340 Value ($000) $1,188 Avg Close Range
Q3 2021
Shares 4,790 Value ($000) $1,048 Avg Close Range
Q2 2021
Shares 4,790 Value ($000) $1,099 Avg Close Range
Q1 2021
Shares 4,965 Value ($000) $1,097 Avg Close Range
Q4 2020
Shares 3,835 Value ($000) $752 Avg Close Range
Q3 2020
Shares 3,886 Value ($000) $582 Avg Close Range
Q2 2020
Shares 3,646 Value ($000) $522 Avg Close Range
Q1 2020
Shares 7,269 Value ($000) $832 Avg Close Range
Q4 2019
Shares 7,701 Value ($000) $1,276 Avg Close Range
Q3 2019
Shares 7,411 Value ($000) $1,122 Avg Close Range
Q2 2019
Shares 6,409 Value ($000) $997 Avg Close Range
Q1 2019
Shares 5,739 Value ($000) $879 Avg Close Range
Q4 2018
Shares 5,629 Value ($000) $754 Avg Close Range
Q3 2018
Shares 1,414 Value ($000) $238 Avg Close Range
Q2 2018
Shares 1,414 Value ($000) $236 Avg Close Range
Q1 2018
Shares 1,653 Value ($000) $251 Avg Close Range
Q4 2017
Shares 1,627 Value ($000) $248 Avg Close Range
Q3 2017
Shares 1,619 Value ($000) $240 Avg Close Range
Q2 2017
Shares 1,619 Value ($000) $230 Avg Close Range
Q1 2017
Shares 1,619 Value ($000) $225 Avg Close Range
Q4 2016
Shares 1,894 Value ($000) $255 Avg Close Range
Q3 2016
Shares 2,824 Value ($000) $351 Avg Close Range
Q2 2016
Shares 2,894 Value ($000) $333 Avg Close Range
Q1 2016
Shares 2,169 Value ($000) $240 Avg Close Range
Q4 2015
Shares 8,495 Value ($000) $957 Avg Close Range
Q3 2015
Shares 8,745 Value ($000) $955 Avg Close Range
Q2 2015
Shares 8,393 Value ($000) $1,048 Avg Close Range
Q1 2015
Shares 10,124 Value ($000) $1,259 Avg Close Range
Q4 2014
Shares 10,355 Value ($000) $1,239 Avg Close Range
Q3 2014
Shares 9,955 Value ($000) $1,089 Avg Close Range
Q2 2014
Shares 10,230 Value ($000) $1,215 Avg Close Range
Q1 2014
Shares 11,155 Value ($000) $1,298 Avg Close Range
Q4 2013
Shares 11,628 Value ($000) $1,341 Avg Close Range
Q3 2013
Shares 11,360 Value ($000) $1,211 Avg Close Range
Q2 2013
Shares 13,029 Value ($000) $1,264 Avg Close Range