ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Francis Financial, Inc.'s Holding History (CIK: 0001727514)

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

Q4 2025
Shares 3,474 Value ($000) $855 Avg Close — Range —
Q3 2025
Shares 3,469 Value ($000) $839 Avg Close — Range —
Q2 2025
Shares 3,536 Value ($000) $763 Avg Close — Range —
Q1 2025
Shares 3,536 Value ($000) $705 Avg Close — Range —
Q4 2024
Shares 3,594 Value ($000) $794 Avg Close — Range —
Q3 2024
Shares 3,710 Value ($000) $819 Avg Close — Range —
Q2 2024
Shares 3,809 Value ($000) $773 Avg Close — Range —
Q1 2024
Shares 3,955 Value ($000) $832 Avg Close — Range —
Q4 2023
Shares 2,465 Value ($000) $495 Avg Close — Range —
Q3 2023
Shares 2,753 Value ($000) $487 Avg Close — Range —
Q2 2023
Shares 2,564 Value ($000) $480 Avg Close — Range —
Q1 2023
Shares 2,301 Value ($000) $411 Avg Close — Range —
Q4 2022
Shares 2,414 Value ($000) $421 Avg Close — Range —
Q3 2022
Shares 4,050 Value ($000) $668 Avg Close — Range —
Q2 2022
Shares 4,602 Value ($000) $830 Avg Close — Range —
Q1 2018
Shares 6,790 Value ($000) $1,031 Avg Close — Range —
Q4 2017
Shares 6,956 Value ($000) $1,061 Avg Close — Range —