ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Capital Analysts, LLC's Holding History (CIK: 0001624758)

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

Q4 2025
Shares 1,232 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 2,794 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 2,808 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 2,536 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 1,209 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 786 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 780 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 495 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 494 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 635 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 650 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 773 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 402 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 213 Value ($000) $35 Avg Close — Range —
Q2 2022
Shares 186 Value ($000) $31 Avg Close — Range —
Q1 2022
Shares 205 Value ($000) $42 Avg Close — Range —
Q4 2021
Shares 205 Value ($000) $46 Avg Close — Range —
Q3 2021
Shares 228 Value ($000) $50 Avg Close — Range —
Q2 2021
Shares 228 Value ($000) $52 Avg Close — Range —
Q1 2021
Shares 227 Value ($000) $50 Avg Close — Range —
Q4 2020
Shares 97 Value ($000) $19 Avg Close — Range —
Q3 2020
Shares 2,299 Value ($000) $344 Avg Close — Range —
Q2 2020
Shares 137 Value ($000) $20 Avg Close — Range —
Q1 2020
Shares 137 Value ($000) $16 Avg Close — Range —
Q4 2019
Shares 567 Value ($000) $94 Avg Close — Range —
Q3 2019
Shares 393 Value ($000) $59 Avg Close — Range —
Q2 2019
Shares 375 Value ($000) $58 Avg Close — Range —
Q1 2019
Shares 669 Value ($000) $102 Avg Close — Range —
Q4 2018
Shares 3,569 Value ($000) $478 Avg Close — Range —
Q3 2018
Shares 557 Value ($000) $94 Avg Close — Range —
Q2 2018
Shares 648 Value ($000) $106 Avg Close — Range —
Q1 2018
Shares 648 Value ($000) $98 Avg Close — Range —
Q4 2017
Shares 617 Value ($000) $94 Avg Close — Range —
Q3 2017
Shares 617 Value ($000) $91 Avg Close — Range —
Q2 2017
Shares 734 Value ($000) $103,435 Avg Close — Range —
Q1 2017
Shares 617 Value ($000) $84,825 Avg Close — Range —
Q4 2016
Shares 617 Value ($000) $83 Avg Close — Range —
Q3 2016
Shares 517 Value ($000) $64,216 Avg Close — Range —
Q2 2016
Shares 517 Value ($000) $59,444 Avg Close — Range —
Q1 2016
Shares 517 Value ($000) $57,195 Avg Close — Range —
Q4 2015
Shares 48,117 Value ($000) $5,418,940 Avg Close — Range —
Q3 2015
Shares 47,300 Value ($000) $5,165,165 Avg Close — Range —
Q2 2015
Shares 44,815 Value ($000) $5,595,659 Avg Close — Range —
Q1 2015
Shares 45,524 Value ($000) $5,661,936 Avg Close — Range —
Q4 2014
Shares 45,895 Value ($000) $5,489,983 Avg Close — Range —
Q3 2014
Shares 38,982 Value ($000) $4,262,778 Avg Close — Range —
Q2 2014
Shares 37,922 Value ($000) $4,505,547 Avg Close — Range —
Q1 2014
Shares 34,858 Value ($000) $4,055,400 Avg Close — Range —
Q4 2013
Shares 37,730 Value ($000) $4,352,572 Avg Close — Range —
Q3 2013
Shares 37,260 Value ($000) $3,972,301 Avg Close — Range —
Q2 2013
Shares 36,792 Value ($000) $3,568,878 Avg Close — Range —
Q1 2013
Shares 40,616 Value ($000) $3,835,463 Avg Close — Range —
Q4 2012
Shares 39,895 Value ($000) $3,363,950 Avg Close — Range —