ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Patriot Financial Group Insurance Agency, LLC's Holding History (CIK: 0001694883)

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

Q2 2025
Shares 2,776 Value ($000) $599 Avg Close Range
Q1 2025
Shares 2,845 Value ($000) $568 Avg Close Range
Q4 2024
Shares 2,689 Value ($000) $594 Avg Close Range
Q3 2024
Shares 1,825 Value ($000) $403 Avg Close Range
Q2 2024
Shares 1,748 Value ($000) $355 Avg Close Range
Q1 2024
Shares 1,780 Value ($000) $374 Avg Close Range
Q4 2023
Shares 1,164 Value ($000) $234 Avg Close Range
Q3 2023
Shares 3,660 Value ($000) $647 Avg Close Range
Q2 2023
Shares 4,175 Value ($000) $782 Avg Close Range
Q1 2023
Shares 1,980 Value ($000) $353 Avg Close Range
Q4 2022
Shares 1,201 Value ($000) $209 Avg Close Range
Q3 2022
Shares 2,002 Value ($000) $330 Avg Close Range
Q2 2022
Shares 3,289 Value ($000) $557 Avg Close Range
Q1 2022
Shares 3,552 Value ($000) $729 Avg Close Range
Q4 2021
Shares 3,578 Value ($000) $796 Avg Close Range
Q3 2021
Shares 3,452 Value ($000) $755 Avg Close Range
Q2 2021
Shares 3,382 Value ($000) $776 Avg Close Range
Q1 2021
Shares 2,042 Value ($000) $451 Avg Close Range
Q4 2020
Shares 723 Value ($000) $142 Avg Close Range
Q3 2020
Shares 616 Value ($000) $92 Avg Close Range
Q2 2020
Shares 871 Value ($000) $125 Avg Close Range
Q1 2020
Shares 918 Value ($000) $105 Avg Close Range
Q4 2019
Shares 3,244 Value ($000) $537 Avg Close Range
Q3 2019
Shares 3,028 Value ($000) $458 Avg Close Range
Q2 2019
Shares 3,104 Value ($000) $482 Avg Close Range
Q1 2019
Shares 3,961 Value ($000) $606 Avg Close Range
Q4 2018
Shares 3,092 Value ($000) $414 Avg Close Range
Q3 2018
Shares 3,123 Value ($000) $526 Avg Close Range
Q2 2018
Shares 3,553 Value ($000) $582 Avg Close Range
Q1 2018
Shares 3,867 Value ($000) $573 Avg Close Range
Q4 2017
Shares 4,223 Value ($000) $652 Avg Close Range
Q3 2017
Shares 3,797 Value ($000) $567 Avg Close Range
Q2 2017
Shares 3,652 Value ($000) $511 Avg Close Range
Q1 2017
Shares 3,439 Value ($000) $462 Avg Close Range
Q4 2016
Shares 2,477 Value ($000) $333 Avg Close Range