ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

waypoint wealth counsel's Holding History (CIK: 0001807909)

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

Q4 2025
Shares 20,547 Value ($000) $5,058 Avg Close — Range —
Q3 2025
Shares 20,385 Value ($000) $4,932 Avg Close — Range —
Q2 2025
Shares 19,544 Value ($000) $4,217 Avg Close — Range —
Q1 2025
Shares 20,218 Value ($000) $4,033 Avg Close — Range —
Q4 2024
Shares 23,050 Value ($000) $5,093 Avg Close — Range —
Q3 2024
Shares 19,729 Value ($000) $4,358 Avg Close — Range —
Q2 2024
Shares 19,394 Value ($000) $3,935 Avg Close — Range —
Q1 2024
Shares 19,460 Value ($000) $4,092 Avg Close — Range —
Q4 2023
Shares 18,062 Value ($000) $3,625 Avg Close — Range —
Q3 2023
Shares 16,551 Value ($000) $2,925 Avg Close — Range —
Q2 2023
Shares 17,482 Value ($000) $3,274 Avg Close — Range —
Q1 2023
Shares 17,299 Value ($000) $3,086 Avg Close — Range —
Q4 2022
Shares 16,541 Value ($000) $2,884 Avg Close — Range —