ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Avidian Wealth Solutions, LLC's Holding History (CIK: 0001471474)

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

Q4 2025
Shares 29,826 Value ($000) $7,342 Avg Close Range
Q3 2025
Shares 29,783 Value ($000) $7,206 Avg Close Range
Q2 2025
Shares 33,039 Value ($000) $7,130 Avg Close Range
Q1 2025
Shares 33,381 Value ($000) $6,659 Avg Close Range
Q4 2024
Shares 35,100 Value ($000) $7,756 Avg Close Range
Q3 2024
Shares 36,039 Value ($000) $7,961 Avg Close Range
Q2 2024
Shares 37,234 Value ($000) $7,554 Avg Close Range
Q1 2024
Shares 28,114 Value ($000) $5,912 Avg Close Range
Q4 2023
Shares 37,299 Value ($000) $7,486 Avg Close Range
Q3 2023
Shares 37,156 Value ($000) $6,567 Avg Close Range
Q2 2023
Shares 27,242 Value ($000) $5,102 Avg Close Range
Q1 2023
Shares 26,666 Value ($000) $4,757 Avg Close Range
Q4 2022
Shares 27,642 Value ($000) $4,820 Avg Close Range
Q3 2022
Shares 25,578 Value ($000) $4,218 Avg Close Range
Q2 2022
Shares 22,566 Value ($000) $3,822 Avg Close Range
Q1 2022
Shares 22,555 Value ($000) $4,630 Avg Close Range
Q4 2021
Shares 30,713 Value ($000) $6,832 Avg Close Range
Q3 2021
Shares 12,484 Value ($000) $2,731 Avg Close Range
Q2 2021
Shares 12,880 Value ($000) $2,954 Avg Close Range
Q1 2021
Shares 12,410 Value ($000) $2,742 Avg Close Range
Q4 2020
Shares 12,436 Value ($000) $2,438 Avg Close Range
Q3 2020
Shares 32,550 Value ($000) $4,876 Avg Close Range
Q2 2020
Shares 35,162 Value ($000) $5,034 Avg Close Range
Q1 2020
Shares 38,354 Value ($000) $4,390 Avg Close Range
Q4 2019
Shares 36,640 Value ($000) $6,070 Avg Close Range
Q3 2019
Shares 35,576 Value ($000) $5,384 Avg Close Range
Q2 2019
Shares 34,962 Value ($000) $5,437 Avg Close Range
Q1 2019
Shares 24,789 Value ($000) $3,795 Avg Close Range
Q4 2018
Shares 19,723 Value ($000) $2,641 Avg Close Range
Q4 2017
Shares 1,393 Value ($000) $212 Avg Close Range
Q3 2017
Shares 1,484 Value ($000) $220 Avg Close Range
Q2 2017
Shares 1,901 Value ($000) $268 Avg Close Range
Q1 2017
Shares 2,583 Value ($000) $355 Avg Close Range
Q4 2016
Shares 70,783 Value ($000) $9,545 Avg Close Range
Q3 2016
Shares 78,007 Value ($000) $9,689 Avg Close Range
Q2 2016
Shares 80,099 Value ($000) $9,210 Avg Close Range
Q1 2016
Shares 62,376 Value ($000) $6,901 Avg Close Range