ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

GREAT VALLEY ADVISOR GROUP, INC.'s Holding History (CIK: 0001769897)

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

Q4 2025
Shares 12,325 Value ($000) $3,034 Avg Close Range
Q3 2025
Shares 12,044 Value ($000) $2,914 Avg Close Range
Q2 2025
Shares 11,383 Value ($000) $2,456 Avg Close Range
Q1 2025
Shares 12,746 Value ($000) $2,543 Avg Close Range
Q4 2024
Shares 12,823 Value ($000) $2,834 Avg Close Range
Q3 2024
Shares 13,545 Value ($000) $2,991 Avg Close Range
Q2 2024
Shares 13,330 Value ($000) $2,705 Avg Close Range
Q1 2024
Shares 12,551 Value ($000) $2,640 Avg Close Range
Q4 2023
Shares 12,532 Value ($000) $2,515 Avg Close Range
Q3 2023
Shares 12,745 Value ($000) $2,252 Avg Close Range
Q2 2023
Shares 13,522 Value ($000) $2,532 Avg Close Range
Q1 2023
Shares 13,522 Value ($000) $2,412 Avg Close Range
Q4 2022
Shares 13,631 Value ($000) $2,377 Avg Close Range
Q3 2022
Shares 13,357 Value ($000) $2,202 Avg Close Range
Q2 2022
Shares 12,915 Value ($000) $2,187 Avg Close Range
Q1 2022
Shares 5,475 Value ($000) $1,133 Avg Close Range
Q4 2021
Shares 4,778 Value ($000) $1,061 Avg Close Range
Q3 2021
Shares 4,546 Value ($000) $995 Avg Close Range
Q2 2021
Shares 4,238 Value ($000) $967 Avg Close Range
Q1 2021
Shares 2,319 Value ($000) $512 Avg Close Range
Q4 2020
Shares 1,987 Value ($000) $389 Avg Close Range
Q3 2020
Shares 2,096 Value ($000) $314 Avg Close Range
Q2 2020
Shares 3,625 Value ($000) $519 Avg Close Range
Q1 2020
Shares 2,817 Value ($000) $323 Avg Close Range
Q4 2019
Shares 3,799 Value ($000) $629 Avg Close Range
Q3 2019
Shares 3,784 Value ($000) $572 Avg Close Range
Q2 2019
Shares 3,649 Value ($000) $569 Avg Close Range
Q1 2019
Shares 5,608 Value ($000) $828 Avg Close Range