ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

BARTLETT & CO. WEALTH MANAGEMENT LLC's Holding History (CIK: 0002010186)

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

Q4 2025
Shares 30,385 Value ($000) $7,480 Avg Close Range
Q3 2025
Shares 31,513 Value ($000) $7,625 Avg Close Range
Q2 2025
Shares 31,965 Value ($000) $6,898 Avg Close Range
Q1 2025
Shares 32,109 Value ($000) $6,405 Avg Close Range
Q4 2024
Shares 27,280 Value ($000) $6,028 Avg Close Range
Q3 2024
Shares 28,056 Value ($000) $6,197 Avg Close Range
Q2 2024
Shares 27,811 Value ($000) $5,643 Avg Close Range
Q1 2024
Shares 28,161 Value ($000) $5,922 Avg Close Range
Q4 2023
Shares 28,536 Value ($000) $5,822 Avg Close Range
Q3 2023
Shares 26,580 Value ($000) $4,720 Avg Close Range
Q2 2023
Shares 17,854 Value ($000) $3,344 Avg Close Range
Q1 2023
Shares 17,858 Value ($000) $3,186 Avg Close Range
Q4 2022
Shares 18,298 Value ($000) $3,190 Avg Close Range
Q3 2022
Shares 17,798 Value ($000) $2,935 Avg Close Range
Q2 2022
Shares 17,798 Value ($000) $3,014 Avg Close Range
Q1 2022
Shares 17,734 Value ($000) $3,640 Avg Close Range
Q4 2021
Shares 17,948 Value ($000) $3,993 Avg Close Range
Q3 2021
Shares 18,462 Value ($000) $4,039 Avg Close Range
Q2 2021
Shares 20,297 Value ($000) $4,656 Avg Close Range
Q1 2021
Shares 22,394 Value ($000) $4,948 Avg Close Range
Q4 2020
Shares 22,991 Value ($000) $4,508 Avg Close Range
Q3 2020
Shares 24,668 Value ($000) $3,695 Avg Close Range
Q2 2020
Shares 23,136 Value ($000) $3,313 Avg Close Range
Q1 2020
Shares 22,222 Value ($000) $2,544 Avg Close Range
Q4 2019
Shares 21,993 Value ($000) $3,644 Avg Close Range
Q3 2019
Shares 21,916 Value ($000) $3,317 Avg Close Range
Q2 2019
Shares 15,626 Value ($000) $2,430 Avg Close Range
Q1 2019
Shares 16,454 Value ($000) $2,519 Avg Close Range
Q4 2018
Shares 16,362 Value ($000) $2,191 Avg Close Range
Q3 2018
Shares 15,612 Value ($000) $2,638 Avg Close Range
Q2 2018
Shares 16,941 Value ($000) $2,774 Avg Close Range
Q1 2018
Shares 18,305 Value ($000) $2,779 Avg Close Range