ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Walkner Condon Financial Advisors LLC's Holding History (CIK: 0001817494)

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

Q4 2025
Shares 15,415 Value ($000) $3,795 Avg Close — Range —
Q3 2025
Shares 15,435 Value ($000) $3,735 Avg Close — Range —
Q2 2025
Shares 15,221 Value ($000) $3,285 Avg Close — Range —
Q1 2025
Shares 15,283 Value ($000) $3,049 Avg Close — Range —
Q4 2024
Shares 15,049 Value ($000) $3,325 Avg Close — Range —
Q3 2024
Shares 15,004 Value ($000) $3,314 Avg Close — Range —
Q2 2024
Shares 15,203 Value ($000) $3,085 Avg Close — Range —
Q1 2024
Shares 13,862 Value ($000) $2,915 Avg Close — Range —
Q4 2023
Shares 13,862 Value ($000) $2,782 Avg Close — Range —
Q3 2023
Shares 13,790 Value ($000) $2,437 Avg Close — Range —
Q2 2023
Shares 13,790 Value ($000) $2,582 Avg Close — Range —
Q1 2023
Shares 13,790 Value ($000) $2,460 Avg Close — Range —
Q4 2022
Shares 13,790 Value ($000) $2,404 Avg Close — Range —
Q3 2022
Shares 11,205 Value ($000) $1,848 Avg Close — Range —
Q2 2022
Shares 11,221 Value ($000) $1,900 Avg Close — Range —
Q1 2022
Shares 11,303 Value ($000) $2,320,000 Avg Close — Range —