ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Northwest Financial Advisors's Holding History (CIK: 0002010635)

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

Q3 2025
Shares 1,742 Value ($000) $422 Avg Close — Range —
Q2 2025
Shares 1,854 Value ($000) $400 Avg Close — Range —
Q1 2025
Shares 2,154 Value ($000) $430 Avg Close — Range —
Q4 2024
Shares 2,165 Value ($000) $478 Avg Close — Range —
Q3 2024
Shares 2,207 Value ($000) $487 Avg Close — Range —
Q2 2024
Shares 2,238 Value ($000) $454 Avg Close — Range —
Q1 2024
Shares 2,236 Value ($000) $470 Avg Close — Range —
Q4 2023
Shares 2,285 Value ($000) $459 Avg Close — Range —