ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

COLTON GROOME FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001780330)

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

Q4 2025
Shares 828 Value ($000) $204 Avg Close — Range —
Q3 2025
Shares 828 Value ($000) $200 Avg Close — Range —
Q3 2024
Shares 1,121 Value ($000) $248 Avg Close — Range —
Q4 2023
Shares 1,032 Value ($000) $207 Avg Close — Range —
Q1 2023
Shares 1,190 Value ($000) $212 Avg Close — Range —
Q4 2022
Shares 1,330 Value ($000) $232 Avg Close — Range —
Q3 2022
Shares 1,990 Value ($000) $328 Avg Close — Range —
Q2 2022
Shares 2,265 Value ($000) $384 Avg Close — Range —
Q1 2022
Shares 1,475 Value ($000) $303 Avg Close — Range —
Q4 2021
Shares 2,146 Value ($000) $477 Avg Close — Range —
Q3 2021
Shares 1,915 Value ($000) $419 Avg Close — Range —
Q2 2021
Shares 2,008 Value ($000) $461 Avg Close — Range —
Q1 2021
Shares 66,043 Value ($000) $14,592 Avg Close — Range —
Q4 2020
Shares 29,102 Value ($000) $5,706 Avg Close — Range —