ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

KESTRA PRIVATE WEALTH SERVICES, LLC's Holding History (CIK: 0001649451)

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

Q4 2025
Shares 53,499 Value ($000) $13,169 Avg Close — Range —
Q3 2025
Shares 51,885 Value ($000) $12,554 Avg Close — Range —
Q2 2025
Shares 52,530 Value ($000) $11,335 Avg Close — Range —
Q1 2025
Shares 55,487 Value ($000) $11,069 Avg Close — Range —
Q4 2024
Shares 60,257 Value ($000) $13,314 Avg Close — Range —
Q3 2024
Shares 57,297 Value ($000) $12,656 Avg Close — Range —
Q2 2024
Shares 33,423 Value ($000) $6,781 Avg Close — Range —
Q1 2024
Shares 31,505 Value ($000) $6,626 Avg Close — Range —
Q4 2023
Shares 29,178 Value ($000) $5,856 Avg Close — Range —
Q3 2023
Shares 24,348 Value ($000) $4,303 Avg Close — Range —
Q2 2023
Shares 21,037 Value ($000) $3,940 Avg Close — Range —
Q1 2023
Shares 18,606 Value ($000) $3,319 Avg Close — Range —
Q4 2022
Shares 17,099 Value ($000) $2,981 Avg Close — Range —
Q3 2022
Shares 30,687 Value ($000) $5,061 Avg Close — Range —
Q2 2022
Shares 27,088 Value ($000) $4,588 Avg Close — Range —
Q1 2022
Shares 14,390 Value ($000) $2,954 Avg Close — Range —
Q4 2021
Shares 14,627 Value ($000) $3,254 Avg Close — Range —
Q3 2021
Shares 14,010 Value ($000) $3,065 Avg Close — Range —
Q2 2021
Shares 10,272 Value ($000) $2,356 Avg Close — Range —
Q1 2021
Shares 9,973 Value ($000) $2,203 Avg Close — Range —
Q4 2020
Shares 10,344 Value ($000) $2,032 Avg Close — Range —
Q3 2020
Shares 9,039 Value ($000) $1,343,000 Avg Close — Range —