ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Wealth Architects, LLC's Holding History (CIK: 0001611518)

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

Q4 2025
Shares 7,511 Value ($000) $1,849 Avg Close — Range —
Q3 2025
Shares 7,511 Value ($000) $1,817 Avg Close — Range —
Q2 2025
Shares 7,459 Value ($000) $1,610 Avg Close — Range —
Q1 2025
Shares 2,724 Value ($000) $543 Avg Close — Range —
Q4 2024
Shares 2,729 Value ($000) $603 Avg Close — Range —
Q3 2024
Shares 2,729 Value ($000) $603 Avg Close — Range —
Q2 2024
Shares 3,653 Value ($000) $741 Avg Close — Range —
Q1 2024
Shares 3,671 Value ($000) $772 Avg Close — Range —
Q4 2023
Shares 3,669 Value ($000) $736 Avg Close — Range —
Q3 2023
Shares 3,694 Value ($000) $653 Avg Close — Range —
Q2 2023
Shares 3,819 Value ($000) $715 Avg Close — Range —
Q1 2023
Shares 3,737 Value ($000) $667 Avg Close — Range —
Q4 2022
Shares 3,716 Value ($000) $648 Avg Close — Range —
Q3 2022
Shares 3,711 Value ($000) $612 Avg Close — Range —
Q2 2022
Shares 3,711 Value ($000) $629 Avg Close — Range —
Q1 2022
Shares 3,710 Value ($000) $762 Avg Close — Range —
Q4 2021
Shares 3,737 Value ($000) $831 Avg Close — Range —
Q3 2021
Shares 3,734 Value ($000) $817 Avg Close — Range —
Q2 2021
Shares 2,988 Value ($000) $685 Avg Close — Range —
Q1 2021
Shares 3,001 Value ($000) $663 Avg Close — Range —
Q4 2020
Shares 3,160 Value ($000) $619 Avg Close — Range —
Q3 2020
Shares 3,698 Value ($000) $554 Avg Close — Range —
Q2 2020
Shares 3,430 Value ($000) $491 Avg Close — Range —
Q1 2020
Shares 3,430 Value ($000) $393 Avg Close — Range —
Q4 2019
Shares 2,279 Value ($000) $378 Avg Close — Range —
Q3 2019
Shares 2,276 Value ($000) $344 Avg Close — Range —
Q2 2019
Shares 2,276 Value ($000) $354 Avg Close — Range —
Q1 2019
Shares 3,228 Value ($000) $494 Avg Close — Range —
Q4 2018
Shares 3,228 Value ($000) $432 Avg Close — Range —
Q3 2018
Shares 3,296 Value ($000) $556 Avg Close — Range —
Q2 2018
Shares 2,162 Value ($000) $354 Avg Close — Range —
Q1 2018
Shares 2,162 Value ($000) $328 Avg Close — Range —
Q4 2017
Shares 2,628 Value ($000) $401 Avg Close — Range —
Q3 2017
Shares 2,191 Value ($000) $325 Avg Close — Range —
Q2 2017
Shares 2,190 Value ($000) $308 Avg Close — Range —
Q1 2017
Shares 2,191 Value ($000) $301 Avg Close — Range —
Q4 2016
Shares 2,224 Value ($000) $300 Avg Close — Range —
Q3 2016
Shares 2,224 Value ($000) $276 Avg Close — Range —
Q2 2016
Shares 2,311 Value ($000) $265 Avg Close — Range —
Q1 2016
Shares 1,968 Value ($000) $218 Avg Close — Range —
Q4 2015
Shares 1,900 Value ($000) $214 Avg Close — Range —