ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Omega Financial Group, LLC's Holding History (CIK: 0001767982)

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

Q4 2025
Shares 1,436 Value ($000) $354 Avg Close Range
Q3 2025
Shares 1,434 Value ($000) $347 Avg Close Range
Q2 2025
Shares 1,451 Value ($000) $313 Avg Close Range
Q1 2025
Shares 1,506 Value ($000) $300 Avg Close Range
Q4 2024
Shares 1,652 Value ($000) $365 Avg Close Range
Q3 2024
Shares 1,948 Value ($000) $430 Avg Close Range
Q2 2024
Shares 2,156 Value ($000) $437 Avg Close Range
Q1 2024
Shares 2,151 Value ($000) $452 Avg Close Range
Q4 2023
Shares 2,202 Value ($000) $442 Avg Close Range
Q3 2023
Shares 2,244 Value ($000) $397 Avg Close Range
Q2 2023
Shares 2,233 Value ($000) $418 Avg Close Range
Q1 2023
Shares 2,229 Value ($000) $398 Avg Close Range
Q4 2022
Shares 2,223 Value ($000) $388 Avg Close Range
Q3 2022
Shares 1,408 Value ($000) $232 Avg Close Range
Q2 2022
Shares 1,883 Value ($000) $319 Avg Close Range
Q1 2022
Shares 1,879 Value ($000) $386 Avg Close Range
Q4 2021
Shares 1,987 Value ($000) $442 Avg Close Range
Q3 2021
Shares 1,979 Value ($000) $433 Avg Close Range
Q2 2021
Shares 1,979 Value ($000) $454 Avg Close Range
Q1 2021
Shares 1,679 Value ($000) $371 Avg Close Range
Q4 2020
Shares 1,695 Value ($000) $332 Avg Close Range
Q3 2020
Shares 1,681 Value ($000) $252 Avg Close Range
Q2 2020
Shares 1,649 Value ($000) $236 Avg Close Range
Q4 2019
Shares 1,640 Value ($000) $272 Avg Close Range
Q3 2019
Shares 1,634 Value ($000) $247 Avg Close Range