ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Badgley Phelps Wealth Managers, LLC's Holding History (CIK: 0001895362)

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

Q4 2025
Shares 240,746 Value ($000) $59,262 Avg Close Range
Q3 2025
Shares 36,968 Value ($000) $8,945 Avg Close Range
Q2 2025
Shares 36,683 Value ($000) $7,916 Avg Close Range
Q1 2025
Shares 35,858 Value ($000) $7,153 Avg Close Range
Q4 2024
Shares 36,941 Value ($000) $8,163 Avg Close Range
Q3 2024
Shares 33,077 Value ($000) $7,306 Avg Close Range
Q2 2024
Shares 30,877 Value ($000) $6,265 Avg Close Range
Q1 2024
Shares 31,327 Value ($000) $6,588 Avg Close Range
Q4 2023
Shares 37,221 Value ($000) $7,471 Avg Close Range
Q3 2023
Shares 30,943 Value ($000) $5,469 Avg Close Range
Q2 2023
Shares 30,333 Value ($000) $5,681 Avg Close Range
Q1 2023
Shares 33,791 Value ($000) $6,028 Avg Close Range
Q4 2022
Shares 33,890 Value ($000) $5,909 Avg Close Range
Q3 2022
Shares 26,112 Value ($000) $4,306 Avg Close Range
Q2 2022
Shares 26,817 Value ($000) $4,542 Avg Close Range
Q1 2022
Shares 26,795 Value ($000) $5,500 Avg Close Range
Q4 2021
Shares 27,945 Value ($000) $6,216 Avg Close Range
Q3 2021
Shares 27,823 Value ($000) $6,086 Avg Close Range