ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 2,661 Value ($000) $655 Avg Close — Range —
Q3 2025
Shares 2,587 Value ($000) $626 Avg Close — Range —
Q2 2025
Shares 2,587 Value ($000) $558 Avg Close — Range —
Q1 2025
Shares 2,686 Value ($000) $536 Avg Close — Range —
Q4 2024
Shares 2,587 Value ($000) $572 Avg Close — Range —
Q3 2024
Shares 2,587 Value ($000) $571 Avg Close — Range —
Q2 2024
Shares 2,630 Value ($000) $534 Avg Close — Range —
Q1 2024
Shares 2,679 Value ($000) $563 Avg Close — Range —
Q4 2023
Shares 2,679 Value ($000) $538 Avg Close — Range —
Q3 2023
Shares 3,164 Value ($000) $559 Avg Close — Range —
Q2 2023
Shares 3,164 Value ($000) $593 Avg Close — Range —
Q1 2023
Shares 3,218 Value ($000) $574 Avg Close — Range —
Q4 2022
Shares 3,218 Value ($000) $561 Avg Close — Range —
Q3 2022
Shares 3,407 Value ($000) $562 Avg Close — Range —
Q2 2022
Shares 1,699 Value ($000) $288 Avg Close — Range —
Q1 2022
Shares 1,099 Value ($000) $225 Avg Close — Range —
Q4 2021
Shares 964 Value ($000) $214 Avg Close — Range —
Q3 2021
Shares 924 Value ($000) $202 Avg Close — Range —
Q2 2021
Shares 904 Value ($000) $207 Avg Close — Range —
Q1 2021
Shares 904 Value ($000) $200 Avg Close — Range —
Q1 2020
Shares 1,903 Value ($000) $220 Avg Close — Range —
Q4 2019
Shares 9,519 Value ($000) $1,576 Avg Close — Range —
Q3 2019
Shares 9,581 Value ($000) $1,448 Avg Close — Range —
Q2 2019
Shares 9,812 Value ($000) $1,526 Avg Close — Range —
Q1 2019
Shares 33,354 Value ($000) $5,106 Avg Close — Range —
Q4 2018
Shares 33,975 Value ($000) $4,549 Avg Close — Range —
Q3 2018
Shares 33,264 Value ($000) $5,449 Avg Close — Range —
Q2 2018
Shares 33,264 Value ($000) $5,489 Avg Close — Range —
Q1 2018
Shares 26,444 Value ($000) $4,013 Avg Close — Range —
Q4 2017
Shares 29,307 Value ($000) $4,473 Avg Close — Range —
Q3 2017
Shares 33,942 Value ($000) $5,070 Avg Close — Range —
Q2 2017
Shares 32,274 Value ($000) $4,511 Avg Close — Range —
Q1 2017
Shares 33,064 Value ($000) $4,442 Avg Close — Range —
Q4 2016
Shares 33,177 Value ($000) $4,496 Avg Close — Range —