ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 799 Value ($000) $197 Avg Close — Range —
Q3 2025
Shares 956 Value ($000) $231 Avg Close — Range —
Q2 2025
Shares 1,052 Value ($000) $227 Avg Close — Range —
Q1 2025
Shares 2,086 Value ($000) $416 Avg Close — Range —
Q4 2024
Shares 2,670 Value ($000) $590 Avg Close — Range —
Q3 2024
Shares 1,225 Value ($000) $271 Avg Close — Range —
Q2 2024
Shares 1,202 Value ($000) $244 Avg Close — Range —
Q1 2024
Shares 1,214 Value ($000) $255 Avg Close — Range —
Q4 2023
Shares 1,049 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 900 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 835 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 507 Value ($000) $0 Avg Close — Range —
Q2 2021
Shares 364 Value ($000) $83 Avg Close — Range —
Q1 2021
Shares 12,034 Value ($000) $2,659 Avg Close — Range —
Q4 2020
Shares 15,419 Value ($000) $3,035 Avg Close — Range —
Q3 2020
Shares 10,318 Value ($000) $1,539 Avg Close — Range —
Q2 2020
Shares 8,171 Value ($000) $1,170 Avg Close — Range —
Q3 2019
Shares 2,792 Value ($000) $423 Avg Close — Range —