ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Regent Peak Wealth Advisors LLC's Holding History (CIK: 0001803329)

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

Q4 2025
Shares 7,740 Value ($000) $1,905 Avg Close — Range —
Q3 2025
Shares 7,861 Value ($000) $1,902 Avg Close — Range —
Q1 2025
Shares 7,737 Value ($000) $1,543 Avg Close — Range —
Q4 2024
Shares 10,144 Value ($000) $2,241 Avg Close — Range —
Q3 2024
Shares 10,534 Value ($000) $2,327 Avg Close — Range —
Q2 2024
Shares 10,096 Value ($000) $2,048 Avg Close — Range —
Q1 2024
Shares 19,413 Value ($000) $4,083 Avg Close — Range —
Q4 2023
Shares 19,583 Value ($000) $3,931 Avg Close — Range —
Q3 2023
Shares 19,702 Value ($000) $3,482 Avg Close — Range —
Q2 2023
Shares 19,976 Value ($000) $3,741 Avg Close — Range —
Q1 2023
Shares 21,496 Value ($000) $3,835 Avg Close — Range —
Q4 2022
Shares 22,540 Value ($000) $3,930 Avg Close — Range —
Q3 2022
Shares 22,299 Value ($000) $3,677 Avg Close — Range —
Q2 2022
Shares 22,614 Value ($000) $3,829 Avg Close — Range —
Q1 2022
Shares 2,257 Value ($000) $463 Avg Close — Range —
Q4 2021
Shares 2,257 Value ($000) $502 Avg Close — Range —
Q3 2021
Shares 2,257 Value ($000) $494 Avg Close — Range —
Q2 2021
Shares 1,931 Value ($000) $427 Avg Close — Range —
Q1 2021
Shares 1,931 Value ($000) $426 Avg Close — Range —
Q4 2020
Shares 1,847 Value ($000) $362 Avg Close — Range —
Q3 2020
Shares 1,847 Value ($000) $277 Avg Close — Range —
Q2 2020
Shares 1,847 Value ($000) $264 Avg Close — Range —
Q1 2020
Shares 1,772 Value ($000) $202 Avg Close — Range —
Q4 2019
Shares 1,760 Value ($000) $291 Avg Close — Range —