ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

AI Financial Services LLC's Holding History (CIK: 0001728031)

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

Q4 2025
Shares 169,929 Value ($000) $41,830 Avg Close — Range —
Q3 2025
Shares 169,844 Value ($000) $41,185 Avg Close — Range —
Q2 2025
Shares 170,187 Value ($000) $36,725 Avg Close — Range —
Q1 2025
Shares 168,838 Value ($000) $33,681 Avg Close — Range —
Q4 2024
Shares 172,779 Value ($000) $38,177 Avg Close — Range —