ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Ullmann Wealth Partners Group, LLC's Holding History (CIK: 0001697725)

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

Q4 2025
Shares 2,464 Value ($000) $607 Avg Close — Range —
Q3 2025
Shares 2,464 Value ($000) $596 Avg Close — Range —
Q2 2025
Shares 2,113 Value ($000) $456 Avg Close — Range —
Q1 2025
Shares 2,005 Value ($000) $400 Avg Close — Range —
Q4 2024
Shares 2,628 Value ($000) $581 Avg Close — Range —
Q3 2024
Shares 2,627 Value ($000) $580 Avg Close — Range —
Q2 2024
Shares 2,718 Value ($000) $551 Avg Close — Range —
Q1 2024
Shares 2,428 Value ($000) $511 Avg Close — Range —
Q4 2023
Shares 2,554 Value ($000) $513 Avg Close — Range —
Q3 2023
Shares 2,549 Value ($000) $451 Avg Close — Range —
Q2 2023
Shares 1,584 Value ($000) $297 Avg Close — Range —
Q1 2023
Shares 1,699 Value ($000) $303 Avg Close — Range —
Q4 2022
Shares 1,553 Value ($000) $271 Avg Close — Range —
Q3 2022
Shares 1,648 Value ($000) $272 Avg Close — Range —
Q2 2022
Shares 4,864 Value ($000) $824 Avg Close — Range —
Q1 2022
Shares 4,838 Value ($000) $993 Avg Close — Range —
Q4 2021
Shares 4,838 Value ($000) $1,076 Avg Close — Range —
Q3 2021
Shares 1,548 Value ($000) $339 Avg Close — Range —
Q2 2021
Shares 1,548 Value ($000) $355 Avg Close — Range —
Q1 2021
Shares 1,689 Value ($000) $373 Avg Close — Range —
Q4 2020
Shares 1,609 Value ($000) $315 Avg Close — Range —
Q3 2020
Shares 1,916 Value ($000) $287 Avg Close — Range —
Q2 2020
Shares 1,916 Value ($000) $274 Avg Close — Range —
Q1 2020
Shares 1,916 Value ($000) $219 Avg Close — Range —
Q4 2019
Shares 1,916 Value ($000) $317 Avg Close — Range —
Q3 2019
Shares 1,916 Value ($000) $290 Avg Close — Range —
Q2 2019
Shares 1,916 Value ($000) $297 Avg Close — Range —
Q1 2019
Shares 1,916 Value ($000) $293 Avg Close — Range —
Q4 2018
Shares 2,275 Value ($000) $305 Avg Close — Range —
Q3 2018
Shares 2,274 Value ($000) $383 Avg Close — Range —
Q2 2018
Shares 2,384 Value ($000) $390 Avg Close — Range —
Q1 2018
Shares 2,420 Value ($000) $358 Avg Close — Range —
Q4 2017
Shares 2,504 Value ($000) $381 Avg Close — Range —
Q3 2017
Shares 3,304 Value ($000) $410 Avg Close — Range —
Q2 2017
Shares 2,881 Value ($000) $406 Avg Close — Range —
Q1 2017
Shares 3,283 Value ($000) $451 Avg Close — Range —
Q4 2016
Shares 3,349 Value ($000) $458 Avg Close — Range —