ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

OSAIC HOLDINGS, INC.'s Holding History (CIK: 0001677044)

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

Q4 2025
Shares 539,419 Value ($000) $132,862 Avg Close — Range —
Q3 2025
Shares 539,769 Value ($000) $128,827 Avg Close — Range —
Q2 2025
Shares 461,911 Value ($000) $99,665 Avg Close — Range —
Q1 2025
Shares 436,444 Value ($000) $87,125 Avg Close — Range —
Q4 2024
Shares 434,935 Value ($000) $96,164 Avg Close — Range —
Q3 2024
Shares 434,048 Value ($000) $95,932 Avg Close — Range —
Q2 2024
Shares 532,250 Value ($000) $108,028 Avg Close — Range —
Q1 2024
Shares 646,747 Value ($000) $136,026 Avg Close — Range —
Q4 2023
Shares 878,215 Value ($000) $176,320 Avg Close — Range —
Q3 2023
Shares 1,153,219 Value ($000) $203,871 Avg Close — Range —
Q2 2023
Shares 749,512 Value ($000) $140,442 Avg Close — Range —
Q1 2023
Shares 747,092 Value ($000) $133,269 Avg Close — Range —
Q4 2022
Shares 724,084 Value ($000) $126,300 Avg Close — Range —
Q3 2022
Shares 727,086 Value ($000) $119,946 Avg Close — Range —
Q2 2022
Shares 712,159 Value ($000) $120,785 Avg Close — Range —
Q1 2022
Shares 905,759 Value ($000) $181,825 Avg Close — Range —
Q4 2021
Shares 1,036,927 Value ($000) $230,704 Avg Close — Range —
Q3 2021
Shares 1,028,083 Value ($000) $224,991 Avg Close — Range —
Q2 2021
Shares 896,906 Value ($000) $205,759 Avg Close — Range —
Q1 2021
Shares 827,047 Value ($000) $182,772 Avg Close — Range —
Q4 2020
Shares 519,755 Value ($000) $101,930 Avg Close — Range —
Q3 2020
Shares 517,734 Value ($000) $77,551 Avg Close — Range —
Q2 2020
Shares 559,047 Value ($000) $80,059 Avg Close — Range —
Q1 2020
Shares 1,015,287 Value ($000) $56,259 Avg Close — Range —