ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Successful Portfolios LLC's Holding History (CIK: 0001721780)

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

Q4 2025
Shares 1,514 Value ($000) $394 Avg Close Range
Q3 2025
Shares 1,519 Value ($000) $368 Avg Close Range
Q2 2025
Shares 1,544 Value ($000) $333 Avg Close Range
Q1 2025
Shares 1,544 Value ($000) $308 Avg Close Range
Q4 2024
Shares 1,634 Value ($000) $361 Avg Close Range
Q3 2024
Shares 1,636 Value ($000) $361 Avg Close Range
Q2 2024
Shares 1,711 Value ($000) $347 Avg Close Range
Q1 2024
Shares 1,791 Value ($000) $377 Avg Close Range
Q4 2023
Shares 2,045 Value ($000) $410 Avg Close Range
Q3 2023
Shares 1,831 Value ($000) $324 Avg Close Range
Q2 2023
Shares 1,871 Value ($000) $350 Avg Close Range
Q1 2023
Shares 2,029 Value ($000) $362 Avg Close Range
Q4 2022
Shares 2,814 Value ($000) $491 Avg Close Range
Q3 2022
Shares 2,088 Value ($000) $344 Avg Close Range
Q2 2022
Shares 2,153 Value ($000) $365 Avg Close Range
Q1 2022
Shares 2,158 Value ($000) $443 Avg Close Range
Q4 2021
Shares 2,164 Value ($000) $481 Avg Close Range
Q3 2021
Shares 2,169 Value ($000) $474 Avg Close Range
Q2 2021
Shares 2,194 Value ($000) $503 Avg Close Range
Q1 2021
Shares 2,194 Value ($000) $485 Avg Close Range
Q4 2020
Shares 2,194 Value ($000) $430 Avg Close Range
Q3 2020
Shares 2,194 Value ($000) $329 Avg Close Range
Q2 2020
Shares 2,194 Value ($000) $314 Avg Close Range
Q1 2020
Shares 2,194 Value ($000) $251 Avg Close Range
Q4 2019
Shares 2,168 Value ($000) $359 Avg Close Range
Q3 2019
Shares 2,252 Value ($000) $341 Avg Close Range
Q2 2019
Shares 2,350 Value ($000) $365 Avg Close Range
Q1 2019
Shares 2,350 Value ($000) $360 Avg Close Range
Q4 2018
Shares 2,436 Value ($000) $326 Avg Close Range
Q3 2018
Shares 2,684 Value ($000) $452 Avg Close Range
Q2 2018
Shares 2,750 Value ($000) $450 Avg Close Range
Q1 2018
Shares 2,796 Value ($000) $425 Avg Close Range
Q4 2017
Shares 2,831 Value ($000) $432 Avg Close Range