ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

LifeSteps Financial, Inc.'s Holding History (CIK: 0001801373)

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

Q4 2025
Shares 11,940 Value ($000) $2,939 Avg Close — Range —
Q3 2025
Shares 12,248 Value ($000) $2,963 Avg Close — Range —
Q2 2025
Shares 12,315 Value ($000) $2,658 Avg Close — Range —
Q1 2025
Shares 12,211 Value ($000) $2,436 Avg Close — Range —
Q4 2024
Shares 12,354 Value ($000) $2,730 Avg Close — Range —
Q3 2024
Shares 12,405 Value ($000) $2,740 Avg Close — Range —
Q2 2024
Shares 12,772 Value ($000) $2,591 Avg Close — Range —
Q1 2024
Shares 13,619 Value ($000) $2,864 Avg Close — Range —
Q4 2023
Shares 14,693 Value ($000) $2,949 Avg Close — Range —
Q3 2023
Shares 15,036 Value ($000) $2,657 Avg Close — Range —
Q2 2023
Shares 15,091 Value ($000) $2,826 Avg Close — Range —
Q1 2023
Shares 15,810 Value ($000) $2,821 Avg Close — Range —
Q4 2022
Shares 16,295 Value ($000) $2,841 Avg Close — Range —
Q3 2022
Shares 16,564 Value ($000) $2,732 Avg Close — Range —
Q2 2022
Shares 17,367 Value ($000) $2,941 Avg Close — Range —
Q1 2022
Shares 17,784 Value ($000) $3,650 Avg Close — Range —
Q4 2021
Shares 18,528 Value ($000) $4,121 Avg Close — Range —
Q3 2021
Shares 18,590 Value ($000) $4,066 Avg Close — Range —
Q2 2021
Shares 18,590 Value ($000) $4,264 Avg Close — Range —
Q1 2021
Shares 18,020 Value ($000) $3,981 Avg Close — Range —
Q4 2020
Shares 17,751 Value ($000) $3,480 Avg Close — Range —
Q3 2020
Shares 17,858 Value ($000) $2,675 Avg Close — Range —
Q2 2020
Shares 17,835 Value ($000) $2,554 Avg Close — Range —
Q1 2020
Shares 18,608 Value ($000) $2,130 Avg Close — Range —
Q4 2019
Shares 18,806 Value ($000) $3,116 Avg Close — Range —