ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Keebeck Wealth Management's Holding History (CIK: 0001803675)

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

Q4 2025
Shares 14,550 Value ($000) $3,582 Avg Close — Range —
Q3 2025
Shares 14,805 Value ($000) $3,582 Avg Close — Range —
Q2 2025
Shares 14,864 Value ($000) $3,207 Avg Close — Range —
Q1 2025
Shares 14,864 Value ($000) $2,965 Avg Close — Range —
Q4 2024
Shares 15,004 Value ($000) $3,315 Avg Close — Range —
Q3 2024
Shares 16,629 Value ($000) $3,673 Avg Close — Range —
Q2 2024
Shares 16,722 Value ($000) $3,393 Avg Close — Range —
Q1 2024
Shares 17,239 Value ($000) $3,625 Avg Close — Range —
Q4 2023
Shares 17,239 Value ($000) $3,460 Avg Close — Range —
Q3 2023
Shares 17,526 Value ($000) $3,112 Avg Close — Range —
Q2 2023
Shares 17,668 Value ($000) $3,309 Avg Close — Range —
Q1 2023
Shares 20,493 Value ($000) $3,656 Avg Close — Range —
Q4 2022
Shares 38,662 Value ($000) $6,741 Avg Close — Range —
Q3 2022
Shares 36,373 Value ($000) $5,999 Avg Close — Range —
Q2 2022
Shares 36,600 Value ($000) $6,199 Avg Close — Range —
Q1 2022
Shares 44,707 Value ($000) $9,177 Avg Close — Range —
Q4 2021
Shares 37,010 Value ($000) $8,233 Avg Close — Range —
Q3 2021
Shares 37,439 Value ($000) $8,190 Avg Close — Range —
Q2 2021
Shares 41,232 Value ($000) $9,457 Avg Close — Range —
Q1 2021
Shares 40,056 Value ($000) $8,850 Avg Close — Range —
Q4 2020
Shares 40,235 Value ($000) $7,888 Avg Close — Range —
Q3 2020
Shares 40,506 Value ($000) $6,067 Avg Close — Range —
Q2 2020
Shares 44,237 Value ($000) $6,333 Avg Close — Range —
Q1 2020
Shares 6,605 Value ($000) $756 Avg Close — Range —
Q4 2019
Shares 1,695 Value ($000) $280 Avg Close — Range —