ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

LAKE STREET FINANCIAL LLC's Holding History (CIK: 0001772031)

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

Q4 2025
Shares 1,381 Value ($000) $340 Avg Close — Range —
Q3 2025
Shares 1,527 Value ($000) $369 Avg Close — Range —
Q2 2025
Shares 1,359 Value ($000) $293 Avg Close — Range —
Q1 2025
Shares 3,748 Value ($000) $748 Avg Close — Range —
Q4 2024
Shares 3,853 Value ($000) $851 Avg Close — Range —
Q3 2024
Shares 4,587 Value ($000) $1,013 Avg Close — Range —
Q2 2024
Shares 3,186 Value ($000) $646 Avg Close — Range —
Q1 2024
Shares 2,775 Value ($000) $584 Avg Close — Range —
Q4 2023
Shares 2,225 Value ($000) $447 Avg Close — Range —
Q3 2023
Shares 1,995 Value ($000) $354 Avg Close — Range —
Q2 2023
Shares 1,962 Value ($000) $367 Avg Close — Range —
Q1 2023
Shares 2,243 Value ($000) $400 Avg Close — Range —
Q4 2022
Shares 2,051 Value ($000) $358 Avg Close — Range —
Q3 2022
Shares 2,345 Value ($000) $387 Avg Close — Range —
Q2 2022
Shares 2,309 Value ($000) $391 Avg Close — Range —
Q1 2022
Shares 2,201 Value ($000) $452 Avg Close — Range —
Q4 2021
Shares 3,036 Value ($000) $675 Avg Close — Range —
Q3 2021
Shares 2,109 Value ($000) $461 Avg Close — Range —
Q2 2021
Shares 1,519 Value ($000) $351 Avg Close — Range —
Q1 2021
Shares 1,519 Value ($000) $336 Avg Close — Range —
Q4 2020
Shares 1,525 Value ($000) $299 Avg Close — Range —