ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 1,258 Value ($000) $310 Avg Close — Range —
Q3 2025
Shares 1,258 Value ($000) $271 Avg Close — Range —
Q2 2025
Shares 1,258 Value ($000) $251 Avg Close — Range —
Q1 2025
Shares 1,258 Value ($000) $278 Avg Close — Range —
Q4 2024
Shares 1,258 Value ($000) $278 Avg Close — Range —
Q3 2024
Shares 1,258 Value ($000) $255 Avg Close — Range —
Q2 2024
Shares 1,420 Value ($000) $299 Avg Close — Range —
Q1 2024
Shares 1,420 Value ($000) $299 Avg Close — Range —
Q4 2023
Shares 1,258 Value ($000) $252 Avg Close — Range —
Q3 2023
Shares 1,258 Value ($000) $236 Avg Close — Range —
Q2 2023
Shares 1,258 Value ($000) $236 Avg Close — Range —
Q1 2023
Shares 1,264 Value ($000) $220 Avg Close — Range —
Q4 2022
Shares 1,264 Value ($000) $220 Avg Close — Range —
Q3 2022
Shares 1,264 Value ($000) $208 Avg Close — Range —
Q2 2022
Shares 1,264 Value ($000) $214 Avg Close — Range —
Q1 2022
Shares 1,264 Value ($000) $281 Avg Close — Range —
Q4 2021
Shares 1,264 Value ($000) $281 Avg Close — Range —
Q3 2021
Shares 1,264 Value ($000) $277 Avg Close — Range —
Q2 2021
Shares 1,264 Value ($000) $279 Avg Close — Range —
Q1 2021
Shares 1,264 Value ($000) $279 Avg Close — Range —