ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Icon Wealth Advisors, LLC's Holding History (CIK: 0001963212)

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

Q3 2025
Shares 428 Value ($000) $104 Avg Close — Range —
Q4 2024
Shares 840 Value ($000) $186 Avg Close — Range —
Q2 2024
Shares 775 Value ($000) $173 Avg Close — Range —
Q1 2024
Shares 1,254 Value ($000) $264 Avg Close — Range —
Q4 2023
Shares 700 Value ($000) $140 Avg Close — Range —
Q4 2022
Shares 4,649 Value ($000) $811 Avg Close — Range —
Q3 2022
Shares 4,679 Value ($000) $1 Avg Close — Range —