ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 4,200 Value ($000) $1,034 Avg Close — Range —
Q3 2025
Shares 3,647 Value ($000) $882 Avg Close — Range —
Q2 2025
Shares 3,647 Value ($000) $787 Avg Close — Range —
Q1 2025
Shares 3,647 Value ($000) $728 Avg Close — Range —
Q4 2024
Shares 3,727 Value ($000) $824 Avg Close — Range —
Q3 2024
Shares 3,613 Value ($000) $798 Avg Close — Range —
Q2 2024
Shares 3,613 Value ($000) $733 Avg Close — Range —
Q1 2024
Shares 3,613 Value ($000) $760 Avg Close — Range —
Q4 2023
Shares 3,613 Value ($000) $725 Avg Close — Range —
Q3 2023
Shares 3,694 Value ($000) $653 Avg Close — Range —
Q2 2023
Shares 3,695 Value ($000) $692 Avg Close — Range —
Q1 2023
Shares 3,695 Value ($000) $659 Avg Close — Range —
Q4 2022
Shares 4,028 Value ($000) $702 Avg Close — Range —
Q3 2022
Shares 4,028 Value ($000) $664 Avg Close — Range —
Q2 2022
Shares 4,028 Value ($000) $682 Avg Close — Range —