ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Great Waters Wealth Management's Holding History (CIK: 0001964535)

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

Q4 2025
Shares 82,977 Value ($000) $20,426 Avg Close — Range —
Q3 2025
Shares 98,682 Value ($000) $23,877 Avg Close — Range —
Q2 2025
Shares 105,756 Value ($000) $22,821 Avg Close — Range —
Q1 2025
Shares 110,127 Value ($000) $21,969 Avg Close — Range —
Q4 2024
Shares 127,462 Value ($000) $28,164 Avg Close — Range —
Q3 2024
Shares 149,329 Value ($000) $32,985 Avg Close — Range —
Q2 2024
Shares 166,532 Value ($000) $33,788 Avg Close — Range —
Q1 2024
Shares 178,921 Value ($000) $37,627 Avg Close — Range —
Q4 2023
Shares 197,061 Value ($000) $38,269 Avg Close — Range —
Q3 2023
Shares 209,821 Value ($000) $36,299 Avg Close — Range —
Q2 2023
Shares 223,371 Value ($000) $41,831 Avg Close — Range —
Q1 2023
Shares 235,090 Value ($000) $41,743 Avg Close — Range —
Q4 2022
Shares 249,389 Value ($000) $46,748 Avg Close — Range —