ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

3Chopt Investment Partners, LLC's Holding History (CIK: 0001978521)

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

Q4 2025
Shares 11,569 Value ($000) $2,848 Avg Close — Range —
Q3 2025
Shares 11,569 Value ($000) $2,799 Avg Close — Range —
Q2 2025
Shares 11,801 Value ($000) $2,547 Avg Close — Range —
Q1 2025
Shares 12,045 Value ($000) $2,403 Avg Close — Range —
Q4 2024
Shares 12,711 Value ($000) $2,809 Avg Close — Range —
Q3 2024
Shares 12,713 Value ($000) $2,808 Avg Close — Range —
Q2 2024
Shares 12,829 Value ($000) $2,603 Avg Close — Range —
Q1 2024
Shares 12,966 Value ($000) $2,727 Avg Close — Range —
Q4 2023
Shares 12,966 Value ($000) $2,602 Avg Close — Range —
Q3 2023
Shares 13,108 Value ($000) $2,328 Avg Close — Range —
Q2 2023
Shares 13,108 Value ($000) $2,455 Avg Close — Range —
Q1 2023
Shares 13,108 Value ($000) $2,338 Avg Close — Range —
Q4 2022
Shares 13,108 Value ($000) $2,286 Avg Close — Range —