ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 93,236 Value ($000) $22,951 Avg Close — Range —
Q3 2025
Shares 96,890 Value ($000) $23,443 Avg Close — Range —
Q2 2025
Shares 97,791 Value ($000) $21,102 Avg Close — Range —
Q1 2025
Shares 98,391 Value ($000) $19,628 Avg Close — Range —
Q4 2024
Shares 96,663 Value ($000) $21,359 Avg Close — Range —
Q3 2024
Shares 96,183 Value ($000) $21,246 Avg Close — Range —
Q2 2024
Shares 89,808 Value ($000) $18,221 Avg Close — Range —
Q1 2024
Shares 96,843 Value ($000) $20,366 Avg Close — Range —
Q4 2023
Shares 99,017 Value ($000) $19,874 Avg Close — Range —
Q3 2023
Shares 96,952 Value ($000) $17,135 Avg Close — Range —
Q2 2023
Shares 100,985 Value ($000) $18,911 Avg Close — Range —
Q1 2023
Shares 98,029 Value ($000) $17,521 Avg Close — Range —