ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2024
Shares 1,138 Value ($000) $251 Avg Close — Range —
Q3 2024
Shares 1,135 Value ($000) $251 Avg Close — Range —
Q2 2024
Shares 1,819 Value ($000) $369 Avg Close — Range —
Q1 2024
Shares 2,654 Value ($000) $558 Avg Close — Range —
Q4 2023
Shares 4,389 Value ($000) $881 Avg Close — Range —
Q3 2023
Shares 4,512 Value ($000) $797 Avg Close — Range —
Q2 2023
Shares 4,512 Value ($000) $838 Avg Close — Range —
Q1 2023
Shares 4,517 Value ($000) $806 Avg Close — Range —
Q4 2022
Shares 4,517 Value ($000) $788 Avg Close — Range —
Q3 2022
Shares 4,655 Value ($000) $768 Avg Close — Range —
Q2 2022
Shares 4,628 Value ($000) $784 Avg Close — Range —
Q1 2022
Shares 4,619 Value ($000) $948 Avg Close — Range —
Q4 2021
Shares 4,679 Value ($000) $1,041 Avg Close — Range —