ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

MISSION WEALTH MANAGEMENT, LP's Holding History (CIK: 0001645382)

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

Q4 2025
Shares 12,972 Value ($000) $3,193 Avg Close Range
Q3 2025
Shares 13,110 Value ($000) $3,172 Avg Close Range
Q2 2025
Shares 14,606 Value ($000) $3,152 Avg Close Range
Q1 2025
Shares 12,447 Value ($000) $2,483 Avg Close Range
Q4 2024
Shares 12,236 Value ($000) $2,704 Avg Close Range
Q3 2024
Shares 12,200 Value ($000) $2,695 Avg Close Range
Q2 2024
Shares 10,149 Value ($000) $2,059 Avg Close Range
Q1 2024
Shares 11,736 Value ($000) $2,468 Avg Close Range
Q4 2023
Shares 10,247 Value ($000) $2,057 Avg Close Range
Q3 2023
Shares 9,275 Value ($000) $1,639 Avg Close Range
Q2 2023
Shares 8,164 Value ($000) $1,529 Avg Close Range
Q1 2023
Shares 7,917 Value ($000) $1,412 Avg Close Range
Q4 2022
Shares 8,041 Value ($000) $1,402 Avg Close Range
Q3 2022
Shares 6,968 Value ($000) $1,149 Avg Close Range
Q2 2022
Shares 6,813 Value ($000) $1,154 Avg Close Range
Q1 2022
Shares 6,813 Value ($000) $1,398 Avg Close Range
Q4 2021
Shares 6,545 Value ($000) $1,456 Avg Close Range
Q3 2021
Shares 6,468 Value ($000) $1,415 Avg Close Range
Q2 2021
Shares 6,666 Value ($000) $1,529 Avg Close Range
Q1 2021
Shares 6,294 Value ($000) $1,391 Avg Close Range
Q4 2020
Shares 5,836 Value ($000) $1,144 Avg Close Range
Q3 2020
Shares 5,647 Value ($000) $846 Avg Close Range
Q2 2020
Shares 5,872 Value ($000) $841 Avg Close Range
Q1 2020
Shares 6,046 Value ($000) $692 Avg Close Range
Q4 2019
Shares 6,573 Value ($000) $1,089 Avg Close Range
Q3 2019
Shares 5,870 Value ($000) $888 Avg Close Range
Q2 2019
Shares 5,600 Value ($000) $871 Avg Close Range
Q1 2019
Shares 5,757 Value ($000) $881 Avg Close Range
Q4 2018
Shares 5,288 Value ($000) $708 Avg Close Range
Q3 2018
Shares 5,262 Value ($000) $887 Avg Close Range
Q2 2018
Shares 3,401 Value ($000) $557 Avg Close Range
Q1 2018
Shares 2,754 Value ($000) $418 Avg Close Range
Q4 2017
Shares 3,492 Value ($000) $532 Avg Close Range
Q3 2017
Shares 5,087 Value ($000) $754 Avg Close Range
Q2 2017
Shares 5,074 Value ($000) $715 Avg Close Range
Q1 2017
Shares 4,833 Value ($000) $665 Avg Close Range
Q4 2016
Shares 4,809 Value ($000) $649 Avg Close Range
Q3 2016
Shares 5,659 Value ($000) $703 Avg Close Range
Q2 2016
Shares 5,451 Value ($000) $627 Avg Close Range
Q1 2016
Shares 5,421 Value ($000) $600 Avg Close Range
Q4 2015
Shares 5,863 Value ($000) $660 Avg Close Range
Q3 2015
Shares 5,752 Value ($000) $628 Avg Close Range
Q2 2015
Shares 5,961 Value ($000) $741 Avg Close Range