ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Truepoint, Inc.'s Holding History (CIK: 0001427748)

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

Q4 2025
Shares 1,629 Value ($000) $401 Avg Close Range
Q3 2025
Shares 1,629 Value ($000) $394 Avg Close Range
Q2 2025
Shares 1,652 Value ($000) $356 Avg Close Range
Q1 2025
Shares 1,652 Value ($000) $330 Avg Close Range
Q4 2024
Shares 1,752 Value ($000) $387 Avg Close Range
Q3 2024
Shares 1,889 Value ($000) $417 Avg Close Range
Q2 2024
Shares 1,606 Value ($000) $326 Avg Close Range
Q1 2024
Shares 1,506 Value ($000) $317 Avg Close Range
Q4 2023
Shares 1,527 Value ($000) $306 Avg Close Range
Q3 2023
Shares 3,034 Value ($000) $536 Avg Close Range
Q2 2023
Shares 1,832 Value ($000) $343 Avg Close Range
Q4 2022
Shares 1,558 Value ($000) $272 Avg Close Range
Q2 2022
Shares 1,220 Value ($000) $207 Avg Close Range
Q1 2022
Shares 1,219 Value ($000) $250 Avg Close Range
Q4 2021
Shares 1,237 Value ($000) $275 Avg Close Range
Q3 2021
Shares 1,219 Value ($000) $267 Avg Close Range
Q2 2021
Shares 1,241 Value ($000) $285 Avg Close Range
Q1 2021
Shares 1,241 Value ($000) $274 Avg Close Range
Q4 2020
Shares 1,246 Value ($000) $244 Avg Close Range
Q4 2019
Shares 1,591 Value ($000) $264 Avg Close Range
Q3 2019
Shares 1,654 Value ($000) $250 Avg Close Range
Q2 2019
Shares 1,732 Value ($000) $269 Avg Close Range
Q1 2019
Shares 1,838 Value ($000) $281 Avg Close Range
Q4 2018
Shares 1,650 Value ($000) $221 Avg Close Range
Q3 2017
Shares 244 Value ($000) $36 Avg Close Range
Q2 2017
Shares 1,544 Value ($000) $217 Avg Close Range
Q1 2017
Shares 4,369 Value ($000) $601 Avg Close Range
Q4 2016
Shares 4,369 Value ($000) $590 Avg Close Range
Q3 2016
Shares 4,835 Value ($000) $601 Avg Close Range
Q2 2016
Shares 6,335 Value ($000) $728 Avg Close Range
Q1 2016
Shares 5,335 Value ($000) $590 Avg Close Range
Q4 2015
Shares 3,350 Value ($000) $377 Avg Close Range