ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Independent Family Office, LLC's Holding History (CIK: 0001756485)

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

Q4 2025
Shares 33,011 Value ($000) $8,126 Avg Close — Range —
Q3 2025
Shares 33,011 Value ($000) $7,987 Avg Close — Range —
Q2 2025
Shares 38,388 Value ($000) $8,284 Avg Close — Range —
Q1 2025
Shares 38,388 Value ($000) $7,658 Avg Close — Range —
Q4 2024
Shares 38,411 Value ($000) $8,487 Avg Close — Range —
Q3 2024
Shares 39,311 Value ($000) $8,681 Avg Close — Range —
Q2 2024
Shares 35,774 Value ($000) $7,257 Avg Close — Range —
Q1 2024
Shares 41,763 Value ($000) $8,783 Avg Close — Range —
Q4 2023
Shares 39,975 Value ($000) $8,023 Avg Close — Range —
Q3 2023
Shares 40,871 Value ($000) $7,224 Avg Close — Range —
Q2 2023
Shares 40,951 Value ($000) $7,669 Avg Close — Range —
Q1 2023
Shares 41,532 Value ($000) $7,409 Avg Close — Range —
Q4 2022
Shares 42,032 Value ($000) $7,329 Avg Close — Range —
Q3 2022
Shares 42,836 Value ($000) $7,065 Avg Close — Range —
Q2 2022
Shares 44,055 Value ($000) $7,461 Avg Close — Range —
Q1 2022
Shares 44,946 Value ($000) $9,226 Avg Close — Range —
Q4 2021
Shares 44,985 Value ($000) $10,007 Avg Close — Range —
Q3 2021
Shares 44,188 Value ($000) $9,666 Avg Close — Range —
Q2 2021
Shares 44,110 Value ($000) $10,118 Avg Close — Range —
Q1 2021
Shares 45,989 Value ($000) $10,237 Avg Close — Range —
Q4 2020
Shares 57,784 Value ($000) $11,329 Avg Close — Range —
Q3 2020
Shares 60,820 Value ($000) $9,110 Avg Close — Range —
Q2 2020
Shares 61,025 Value ($000) $8,736 Avg Close — Range —
Q1 2020
Shares 55,638 Value ($000) $6,368 Avg Close — Range —
Q4 2019
Shares 45,976 Value ($000) $7,617 Avg Close — Range —