ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Kaizen Financial Strategies's Holding History (CIK: 0001842013)

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

Q4 2025
Shares 2,062 Value ($000) $508 Avg Close Range
Q3 2025
Shares 2,061 Value ($000) $495 Avg Close Range
Q2 2025
Shares 2,783 Value ($000) $600 Avg Close Range
Q1 2025
Shares 2,851 Value ($000) $569 Avg Close Range
Q4 2024
Shares 1,649 Value ($000) $364 Avg Close Range
Q3 2024
Shares 1,446 Value ($000) $319 Avg Close Range
Q2 2024
Shares 1,544 Value ($000) $344 Avg Close Range
Q1 2024
Shares 1,272 Value ($000) $268 Avg Close Range
Q4 2023
Shares 1,271 Value ($000) $255 Avg Close Range
Q3 2023
Shares 1,167 Value ($000) $206 Avg Close Range
Q2 2023
Shares 1,167 Value ($000) $224 Avg Close Range
Q1 2023
Shares 1,363 Value ($000) $243 Avg Close Range
Q4 2022
Shares 1,162 Value ($000) $217 Avg Close Range
Q3 2022
Shares 2,581 Value ($000) $426 Avg Close Range
Q2 2022
Shares 2,576 Value ($000) $436 Avg Close Range
Q1 2022
Shares 2,879 Value ($000) $591 Avg Close Range
Q4 2021
Shares 3,512 Value ($000) $781 Avg Close Range
Q3 2021
Shares 8,008 Value ($000) $1,752 Avg Close Range
Q1 2021
Shares 7,629 Value ($000) $1,686 Avg Close Range
Q4 2020
Shares 4,021 Value ($000) $788 Avg Close Range