ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Westshore Wealth, LLC's Holding History (CIK: 0001806366)

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

Q4 2025
Shares 58,540 Value ($000) $14,410 Avg Close — Range —
Q3 2025
Shares 58,467 Value ($000) $14,147 Avg Close — Range —
Q2 2025
Shares 60,044 Value ($000) $12,957 Avg Close — Range —
Q1 2025
Shares 60,161 Value ($000) $12,001 Avg Close — Range —
Q4 2024
Shares 61,119 Value ($000) $13,505 Avg Close — Range —
Q3 2024
Shares 60,793 Value ($000) $13,429 Avg Close — Range —
Q2 2024
Shares 59,395 Value ($000) $12,051 Avg Close — Range —
Q1 2024
Shares 57,241 Value ($000) $12,038 Avg Close — Range —
Q4 2023
Shares 53,308 Value ($000) $10,700 Avg Close — Range —
Q3 2023
Shares 49,375 Value ($000) $8,727 Avg Close — Range —
Q2 2023
Shares 45,001 Value ($000) $8,427 Avg Close — Range —
Q1 2023
Shares 44,184 Value ($000) $7,883 Avg Close — Range —
Q4 2022
Shares 36,817 Value ($000) $6,419 Avg Close — Range —
Q3 2022
Shares 40,875 Value ($000) $6,741 Avg Close — Range —
Q2 2022
Shares 38,069 Value ($000) $6,447 Avg Close — Range —
Q1 2022
Shares 35,756 Value ($000) $7,340 Avg Close — Range —
Q4 2021
Shares 32,348 Value ($000) $7,196 Avg Close — Range —
Q3 2021
Shares 29,451 Value ($000) $6,442 Avg Close — Range —
Q2 2021
Shares 33,055 Value ($000) $7,582 Avg Close — Range —
Q1 2021
Shares 28,810 Value ($000) $6,365 Avg Close — Range —
Q4 2019
Shares 6,227 Value ($000) $1,032 Avg Close — Range —