ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q4 2025
Shares 14,764 Value ($000) $3,634 Avg Close — Range —
Q3 2025
Shares 15,119 Value ($000) $3,658 Avg Close — Range —
Q2 2025
Shares 15,225 Value ($000) $3,285 Avg Close — Range —
Q1 2025
Shares 15,596 Value ($000) $3,111 Avg Close — Range —
Q4 2024
Shares 15,632 Value ($000) $3,454 Avg Close — Range —
Q3 2024
Shares 15,656 Value ($000) $3,458 Avg Close — Range —
Q2 2024
Shares 15,815 Value ($000) $3,209 Avg Close — Range —
Q1 2024
Shares 16,001 Value ($000) $3,365 Avg Close — Range —
Q4 2023
Shares 16,201 Value ($000) $3,252 Avg Close — Range —
Q3 2023
Shares 16,292 Value ($000) $2,879 Avg Close — Range —
Q2 2023
Shares 17,751 Value ($000) $3,324 Avg Close — Range —
Q1 2023
Shares 17,857 Value ($000) $3,186 Avg Close — Range —
Q4 2022
Shares 19,520 Value ($000) $3,404 Avg Close — Range —
Q3 2022
Shares 19,656 Value ($000) $3,242 Avg Close — Range —
Q2 2022
Shares 19,729 Value ($000) $3,341 Avg Close — Range —
Q1 2022
Shares 19,747 Value ($000) $4,054 Avg Close — Range —
Q4 2021
Shares 20,725 Value ($000) $4,610 Avg Close — Range —
Q3 2021
Shares 20,725 Value ($000) $4,534 Avg Close — Range —
Q2 2021
Shares 20,811 Value ($000) $4,773 Avg Close — Range —
Q1 2021
Shares 21,089 Value ($000) $4,659 Avg Close — Range —
Q4 2020
Shares 21,264 Value ($000) $4,169 Avg Close — Range —
Q3 2020
Shares 21,345 Value ($000) $3,194 Avg Close — Range —
Q2 2020
Shares 22,686 Value ($000) $3,248 Avg Close — Range —
Q1 2020
Shares 25,354 Value ($000) $2,902 Avg Close — Range —
Q4 2019
Shares 26,358 Value ($000) $4,367 Avg Close — Range —
Q3 2019
Shares 27,690 Value ($000) $4,191 Avg Close — Range —
Q2 2019
Shares 34,907 Value ($000) $5,428 Avg Close — Range —
Q1 2019
Shares 36,706 Value ($000) $5,619 Avg Close — Range —
Q4 2018
Shares 39,234 Value ($000) $5,253 Avg Close — Range —
Q3 2018
Shares 40,851 Value ($000) $6,885 Avg Close — Range —
Q2 2018
Shares 44,609 Value ($000) $7,306 Avg Close — Range —
Q1 2018
Shares 47,051 Value ($000) $7,144 Avg Close — Range —
Q4 2017
Shares 47,378 Value ($000) $7,223 Avg Close — Range —