ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Williams Jones Wealth Management, LLC.'s Holding History (CIK: 0001788587)

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

Q4 2025
Shares 23,084 Value ($000) $5,682 Avg Close — Range —
Q3 2025
Shares 23,374 Value ($000) $5,656 Avg Close — Range —
Q2 2025
Shares 21,259 Value ($000) $4,587 Avg Close — Range —
Q1 2025
Shares 22,732 Value ($000) $4,535 Avg Close — Range —
Q4 2024
Shares 23,089 Value ($000) $5,102 Avg Close — Range —
Q3 2024
Shares 24,065 Value ($000) $5,316 Avg Close — Range —
Q2 2024
Shares 24,249 Value ($000) $4,920 Avg Close — Range —
Q1 2024
Shares 24,848 Value ($000) $5,226 Avg Close — Range —
Q4 2023
Shares 27,700 Value ($000) $5,560 Avg Close — Range —
Q3 2023
Shares 29,880 Value ($000) $5,281 Avg Close — Range —
Q2 2023
Shares 29,310 Value ($000) $5,489 Avg Close — Range —
Q1 2023
Shares 30,045 Value ($000) $5,360 Avg Close — Range —
Q4 2022
Shares 29,945 Value ($000) $5,221 Avg Close — Range —
Q3 2022
Shares 30,101 Value ($000) $4,964 Avg Close — Range —
Q2 2022
Shares 30,958 Value ($000) $5,243 Avg Close — Range —
Q1 2022
Shares 32,014 Value ($000) $6,572 Avg Close — Range —
Q4 2021
Shares 32,571 Value ($000) $7,245 Avg Close — Range —
Q3 2021
Shares 31,529 Value ($000) $6,897 Avg Close — Range —
Q2 2021
Shares 30,820 Value ($000) $7,069 Avg Close — Range —
Q1 2021
Shares 29,792 Value ($000) $6,582 Avg Close — Range —
Q4 2020
Shares 28,928 Value ($000) $5,672 Avg Close — Range —
Q3 2020
Shares 22,588 Value ($000) $3,383 Avg Close — Range —
Q2 2020
Shares 25,034 Value ($000) $3,584 Avg Close — Range —
Q1 2020
Shares 20,775 Value ($000) $2,378 Avg Close — Range —
Q4 2019
Shares 23,347 Value ($000) $3,868 Avg Close — Range —
Q3 2019
Shares 26,336 Value ($000) $3,986 Avg Close — Range —