ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

BURKETT FINANCIAL SERVICES, LLC's Holding History (CIK: 0001762716)

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

Q4 2025
Shares 175 Value ($000) $43 Avg Close — Range —
Q3 2025
Shares 188 Value ($000) $45 Avg Close — Range —
Q2 2025
Shares 187 Value ($000) $40 Avg Close — Range —
Q1 2025
Shares 187 Value ($000) $37 Avg Close — Range —
Q4 2024
Shares 186 Value ($000) $41 Avg Close — Range —
Q3 2024
Shares 186 Value ($000) $41 Avg Close — Range —
Q2 2024
Shares 185 Value ($000) $38 Avg Close — Range —
Q1 2024
Shares 185 Value ($000) $39 Avg Close — Range —
Q4 2023
Shares 184 Value ($000) $37 Avg Close — Range —