ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Gradient Capital Advisors, LLC's Holding History (CIK: 0001727917)

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

Q4 2025
Shares 5,664 Value ($000) $1,394 Avg Close Range
Q3 2025
Shares 6,014 Value ($000) $1,455 Avg Close Range
Q2 2025
Shares 6,231 Value ($000) $1,345 Avg Close Range
Q1 2025
Shares 7,446 Value ($000) $1,485 Avg Close Range
Q4 2024
Shares 7,446 Value ($000) $1,645 Avg Close Range
Q3 2024
Shares 7,550 Value ($000) $1,668 Avg Close Range
Q2 2024
Shares 5,316 Value ($000) $1,079 Avg Close Range
Q1 2024
Shares 5,142 Value ($000) $1,081 Avg Close Range
Q4 2023
Shares 5,142 Value ($000) $1,032 Avg Close Range
Q3 2023
Shares 5,142 Value ($000) $909 Avg Close Range
Q2 2023
Shares 5,142 Value ($000) $963 Avg Close Range
Q1 2023
Shares 5,142 Value ($000) $917 Avg Close Range
Q4 2022
Shares 5,142 Value ($000) $897 Avg Close Range
Q3 2022
Shares 5,142 Value ($000) $848 Avg Close Range
Q2 2022
Shares 1,432 Value ($000) $243 Avg Close Range
Q1 2022
Shares 1,454 Value ($000) $298 Avg Close Range
Q4 2021
Shares 1,454 Value ($000) $323 Avg Close Range
Q3 2021
Shares 1,401 Value ($000) $306 Avg Close Range
Q2 2021
Shares 1,401 Value ($000) $321 Avg Close Range
Q1 2021
Shares 1,401 Value ($000) $310 Avg Close Range
Q4 2020
Shares 1,401 Value ($000) $275 Avg Close Range
Q3 2020
Shares 1,659 Value ($000) $249 Avg Close Range
Q2 2020
Shares 1,659 Value ($000) $238 Avg Close Range
Q4 2019
Shares 1,659 Value ($000) $275 Avg Close Range
Q3 2019
Shares 1,659 Value ($000) $251 Avg Close Range
Q2 2019
Shares 1,659 Value ($000) $258 Avg Close Range
Q1 2019
Shares 1,659 Value ($000) $254 Avg Close Range
Q4 2018
Shares 2,360 Value ($000) $316 Avg Close Range
Q3 2018
Shares 2,360 Value ($000) $398 Avg Close Range
Q2 2018
Shares 1,933 Value ($000) $317 Avg Close Range
Q1 2018
Shares 1,933 Value ($000) $293 Avg Close Range
Q4 2017
Shares 1,933 Value ($000) $295 Avg Close Range