ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Key Financial Inc's Holding History (CIK: 0001801720)

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

Q4 2025
Shares 4,289 Value ($000) $1,056 Avg Close Range
Q3 2025
Shares 4,278 Value ($000) $1,037 Avg Close Range
Q2 2025
Shares 5,016 Value ($000) $1,082 Avg Close Range
Q1 2025
Shares 4,846 Value ($000) $967 Avg Close Range
Q4 2024
Shares 4,667 Value ($000) $1,031 Avg Close Range
Q3 2024
Shares 4,591 Value ($000) $1,014 Avg Close Range
Q2 2024
Shares 4,591 Value ($000) $931 Avg Close Range
Q1 2024
Shares 4,637 Value ($000) $975 Avg Close Range
Q4 2023
Shares 4,637 Value ($000) $931 Avg Close Range
Q3 2023
Shares 4,637 Value ($000) $820 Avg Close Range
Q2 2023
Shares 4,471 Value ($000) $837 Avg Close Range
Q1 2023
Shares 3,844 Value ($000) $686 Avg Close Range
Q4 2022
Shares 3,810 Value ($000) $628 Avg Close Range
Q3 2022
Shares 3,810 Value ($000) $628 Avg Close Range
Q2 2022
Shares 3,665 Value ($000) $628 Avg Close Range
Q1 2022
Shares 3,464 Value ($000) $711 Avg Close Range
Q4 2021
Shares 3,328 Value ($000) $740 Avg Close Range
Q3 2021
Shares 3,243 Value ($000) $709 Avg Close Range
Q2 2021
Shares 3,243 Value ($000) $717 Avg Close Range
Q1 2021
Shares 3,259 Value ($000) $720 Avg Close Range
Q4 2020
Shares 3,892 Value ($000) $763 Avg Close Range
Q3 2020
Shares 4,194 Value ($000) $628 Avg Close Range
Q2 2020
Shares 4,310 Value ($000) $608 Avg Close Range
Q1 2020
Shares 4,310 Value ($000) $496 Avg Close Range
Q4 2019
Shares 3,402 Value ($000) $564 Avg Close Range