ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Baltimore-Washington Financial Advisors, Inc.'s Holding History (CIK: 0001555486)

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

Q4 2025
Shares 5,592 Value ($000) $1,377 Avg Close — Range —
Q3 2025
Shares 5,736 Value ($000) $1,388 Avg Close — Range —
Q2 2025
Shares 6,149 Value ($000) $1,327 Avg Close — Range —
Q1 2025
Shares 23,353 Value ($000) $4,659 Avg Close — Range —
Q4 2024
Shares 22,617 Value ($000) $4,997 Avg Close — Range —
Q3 2024
Shares 21,587 Value ($000) $4,768 Avg Close — Range —
Q2 2024
Shares 20,301 Value ($000) $4,119 Avg Close — Range —
Q1 2024
Shares 17,487 Value ($000) $3,678 Avg Close — Range —
Q4 2023
Shares 16,532 Value ($000) $3,318 Avg Close — Range —
Q3 2023
Shares 16,250 Value ($000) $2,872 Avg Close — Range —
Q2 2023
Shares 15,219 Value ($000) $2,850 Avg Close — Range —
Q1 2023
Shares 8,437 Value ($000) $1,505 Avg Close — Range —
Q4 2022
Shares 6,152 Value ($000) $1,073 Avg Close — Range —
Q3 2022
Shares 2,358 Value ($000) $388 Avg Close — Range —
Q3 2015
Shares 118 Value ($000) $12 Avg Close — Range —
Q2 2015
Shares 118 Value ($000) $14 Avg Close — Range —
Q1 2015
Shares 118 Value ($000) $15 Avg Close — Range —
Q4 2014
Shares 118 Value ($000) $14 Avg Close — Range —
Q3 2014
Shares 118 Value ($000) $13 Avg Close — Range —
Q2 2014
Shares 118 Value ($000) $14 Avg Close — Range —
Q1 2014
Shares 632 Value ($000) $74 Avg Close — Range —
Q4 2013
Shares 971 Value ($000) $112 Avg Close — Range —