ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 4,162 Value ($000) $1,025 Avg Close — Range —
Q3 2025
Shares 4,125 Value ($000) $998 Avg Close — Range —
Q2 2025
Shares 3,884 Value ($000) $838 Avg Close — Range —
Q1 2025
Shares 3,181 Value ($000) $635 Avg Close — Range —
Q4 2024
Shares 2,843 Value ($000) $628 Avg Close — Range —
Q3 2024
Shares 2,531 Value ($000) $559 Avg Close — Range —
Q2 2024
Shares 2,372 Value ($000) $481 Avg Close — Range —
Q1 2024
Shares 2,150 Value ($000) $452 Avg Close — Range —
Q4 2023
Shares 2,002 Value ($000) $402 Avg Close — Range —
Q3 2023
Shares 1,553 Value ($000) $274 Avg Close — Range —
Q2 2023
Shares 1,416 Value ($000) $265 Avg Close — Range —
Q1 2023
Shares 695 Value ($000) $124 Avg Close — Range —
Q4 2022
Shares 275 Value ($000) $48 Avg Close — Range —