ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025
Shares 8,783 Value ($000) $2,162 Avg Close — Range —
Q3 2025
Shares 8,764 Value ($000) $2,120 Avg Close — Range —
Q2 2025
Shares 9,184 Value ($000) $1,982 Avg Close — Range —
Q1 2025
Shares 9,665 Value ($000) $1,928 Avg Close — Range —
Q4 2024
Shares 8,664 Value ($000) $1,914 Avg Close — Range —
Q3 2024
Shares 8,684 Value ($000) $1,918 Avg Close — Range —
Q2 2024
Shares 8,770 Value ($000) $1,779 Avg Close — Range —
Q1 2024
Shares 8,753 Value ($000) $1,841 Avg Close — Range —
Q4 2023
Shares 8,855 Value ($000) $1,777 Avg Close — Range —
Q3 2023
Shares 8,774 Value ($000) $1,551 Avg Close — Range —
Q2 2023
Shares 8,772 Value ($000) $1,643 Avg Close — Range —
Q1 2023
Shares 8,658 Value ($000) $1,545 Avg Close — Range —
Q4 2022
Shares 8,429 Value ($000) $1,470 Avg Close — Range —
Q3 2022
Shares 8,402 Value ($000) $1,386 Avg Close — Range —
Q2 2022
Shares 8,374 Value ($000) $1,418 Avg Close — Range —
Q1 2022
Shares 8,358 Value ($000) $1,716 Avg Close — Range —
Q4 2021
Shares 8,343 Value ($000) $1,856 Avg Close — Range —
Q3 2021
Shares 8,326 Value ($000) $1,821 Avg Close — Range —
Q2 2021
Shares 8,309 Value ($000) $1,906 Avg Close — Range —
Q1 2021
Shares 8,301 Value ($000) $1,834 Avg Close — Range —
Q2 2020
Shares 2,800 Value ($000) $401 Avg Close — Range —