ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Corient Private Wealth LLC's Holding History (CIK: 0001948780)

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

Q4 2025
Shares 717,248 Value ($000) $142,645 Avg Close — Range —
Q3 2025
Shares 548,438 Value ($000) $132,698 Avg Close — Range —
Q2 2025
Shares 1,851,003 Value ($000) $399,354 Avg Close — Range —
Q1 2025
Shares 989,544 Value ($000) $197,406 Avg Close — Range —
Q4 2024
Shares 336,347 Value ($000) $67,394 Avg Close — Range —
Q3 2024
Shares 374,374 Value ($000) $82,341 Avg Close — Range —
Q2 2024
Shares 296,842 Value ($000) $60,225 Avg Close — Range —
Q1 2024
Shares 288,992 Value ($000) $60,773 Avg Close — Range —
Q4 2023
Shares 320,989 Value ($000) $64,426 Avg Close — Range —
Q3 2023
Shares 595,179 Value ($000) $86,484 Avg Close — Range —
Q2 2023
Shares 238,059 Value ($000) $44,581 Avg Close — Range —
Q1 2023
Shares 197,370 Value ($000) $35,211 Avg Close — Range —
Q4 2022
Shares 168,761 Value ($000) $28,244 Avg Close — Range —