ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q4 2025
Shares 18,818 Value ($000) $4,632 Avg Close — Range —
Q3 2025
Shares 19,031 Value ($000) $4,605 Avg Close — Range —
Q2 2025
Shares 19,031 Value ($000) $4,107 Avg Close — Range —
Q1 2025
Shares 18,935 Value ($000) $3,777 Avg Close — Range —
Q3 2024
Shares 16,204 Value ($000) $3,579 Avg Close — Range —
Q2 2024
Shares 16,151 Value ($000) $3,277 Avg Close — Range —
Q1 2024
Shares 16,108 Value ($000) $3,387 Avg Close — Range —
Q4 2023
Shares 16,202 Value ($000) $3,252 Avg Close — Range —
Q3 2023
Shares 15,848 Value ($000) $2,968 Avg Close — Range —
Q2 2023
Shares 15,848 Value ($000) $2,968 Avg Close — Range —
Q1 2023
Shares 15,848 Value ($000) $2,827 Avg Close — Range —
Q4 2022
Shares 555 Value ($000) $77 Avg Close — Range —
Q3 2022
Shares 15,848 Value ($000) $2,614 Avg Close — Range —
Q2 2022
Shares 16,931 Value ($000) $2,867 Avg Close — Range —
Q1 2022
Shares 17,431 Value ($000) $3,578 Avg Close — Range —
Q4 2021
Shares 18,031 Value ($000) $3,895 Avg Close — Range —
Q3 2021
Shares 16,931 Value ($000) $3,704 Avg Close — Range —
Q2 2021
Shares 16,931 Value ($000) $3,883 Avg Close — Range —
Q1 2021
Shares 16,931 Value ($000) $3,741 Avg Close — Range —
Q4 2020
Shares 16,931 Value ($000) $3,319 Avg Close — Range —
Q3 2020
Shares 16,931 Value ($000) $2,536 Avg Close — Range —
Q2 2020
Shares 16,931 Value ($000) $2,424 Avg Close — Range —
Q1 2020
Shares 16,954 Value ($000) $1,940 Avg Close — Range —
Q4 2019
Shares 17,179 Value ($000) $2,846 Avg Close — Range —