ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 18,501 Value ($000) $4,554 Avg Close Range
Q3 2025
Shares 19,457 Value ($000) $4,708 Avg Close Range
Q2 2025
Shares 19,906 Value ($000) $4,296 Avg Close Range
Q1 2025
Shares 25,486 Value ($000) $5,084 Avg Close Range
Q4 2024
Shares 26,389 Value ($000) $5,831 Avg Close Range
Q3 2024
Shares 27,786 Value ($000) $6,138 Avg Close Range
Q2 2024
Shares 28,744 Value ($000) $5,832 Avg Close Range
Q1 2024
Shares 40,164 Value ($000) $8,446 Avg Close Range
Q4 2023
Shares 59,681 Value ($000) $11,979 Avg Close Range
Q3 2023
Shares 59,308 Value ($000) $10,482 Avg Close Range
Q2 2023
Shares 60,923 Value ($000) $11,409 Avg Close Range
Q1 2023
Shares 56,626 Value ($000) $10,102 Avg Close Range
Q4 2022
Shares 55,070 Value ($000) $10 Avg Close Range
Q3 2022
Shares 57,050 Value ($000) $9,409 Avg Close Range
Q2 2022
Shares 56,393 Value ($000) $9,551 Avg Close Range
Q1 2022
Shares 52,949 Value ($000) $10,869 Avg Close Range
Q4 2021
Shares 51,228 Value ($000) $11,396 Avg Close Range
Q3 2021
Shares 51,025 Value ($000) $11,162 Avg Close Range
Q2 2021
Shares 49,843 Value ($000) $11,433 Avg Close Range
Q1 2021
Shares 52,186 Value ($000) $11,530 Avg Close Range
Q4 2020
Shares 61,590 Value ($000) $12,075 Avg Close Range
Q3 2020
Shares 61,758 Value ($000) $9,251 Avg Close Range
Q2 2020
Shares 64,377 Value ($000) $9,217 Avg Close Range
Q1 2020
Shares 61,529 Value ($000) $7,043 Avg Close Range
Q4 2019
Shares 43,993 Value ($000) $7,288 Avg Close Range
Q3 2019
Shares 43,859 Value ($000) $6,638 Avg Close Range
Q2 2019
Shares 43,096 Value ($000) $6,701 Avg Close Range
Q1 2019
Shares 42,785 Value ($000) $6,550 Avg Close Range
Q4 2018
Shares 39,493 Value ($000) $5,288 Avg Close Range
Q3 2018
Shares 41,238 Value ($000) $6,951 Avg Close Range
Q2 2018
Shares 43,513 Value ($000) $7,126 Avg Close Range
Q1 2018
Shares 42,779 Value ($000) $6,495 Avg Close Range
Q4 2017
Shares 56,751 Value ($000) $8,652 Avg Close Range
Q3 2017
Shares 56,521 Value ($000) $8,375 Avg Close Range
Q2 2017
Shares 56,385 Value ($000) $7,946 Avg Close Range
Q1 2017
Shares 54,630 Value ($000) $7,511 Avg Close Range
Q4 2016
Shares 57,872 Value ($000) $7,804 Avg Close Range
Q3 2016
Shares 9,725 Value ($000) $78,298 Avg Close Range
Q2 2016
Shares 87,854 Value ($000) $10,101 Avg Close Range
Q1 2016
Shares 88,219 Value ($000) $9,760 Avg Close Range
Q4 2015
Shares 108,230 Value ($000) $12,189 Avg Close Range
Q3 2015
Shares 91,865 Value ($000) $10,032 Avg Close Range
Q2 2015
Shares 92,465 Value ($000) $11,545 Avg Close Range
Q1 2015
Shares 93,138 Value ($000) $11,584 Avg Close Range
Q4 2014
Shares 24,447 Value ($000) $2,924 Avg Close Range
Q3 2014
Shares 24,844 Value ($000) $2,717 Avg Close Range
Q2 2014
Shares 24,060 Value ($000) $2,859 Avg Close Range
Q1 2014
Shares 24,146 Value ($000) $2,809 Avg Close Range
Q4 2013
Shares 25,003 Value ($000) $2,884 Avg Close Range
Q3 2013
Shares 31,455 Value ($000) $3,353 Avg Close Range
Q2 2013
Shares 32,134 Value ($000) $3,117 Avg Close Range