ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Hamilton Point Investment Advisors, LLC's Holding History (CIK: 0001599746)

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

Q4 2025
Shares 323 Value ($000) $80 Avg Close — Range —
Q3 2025
Shares 323 Value ($000) $78 Avg Close — Range —
Q2 2025
Shares 323 Value ($000) $70 Avg Close — Range —
Q1 2025
Shares 323 Value ($000) $64 Avg Close — Range —
Q4 2024
Shares 323 Value ($000) $71 Avg Close — Range —
Q3 2024
Shares 323 Value ($000) $71 Avg Close — Range —
Q2 2024
Shares 323 Value ($000) $66 Avg Close — Range —
Q1 2024
Shares 323 Value ($000) $68 Avg Close — Range —
Q4 2023
Shares 2,827 Value ($000) $568 Avg Close — Range —
Q3 2023
Shares 2,616 Value ($000) $465 Avg Close — Range —
Q2 2023
Shares 2,616 Value ($000) $490 Avg Close — Range —
Q1 2023
Shares 2,616 Value ($000) $467 Avg Close — Range —