ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

GLOBALT Investments LLC / GA's Holding History (CIK: 0002011891)

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

Q4 2025
Shares 245,055 Value ($000) $60,323 Avg Close — Range —
Q3 2025
Shares 245,524 Value ($000) $59,407 Avg Close — Range —
Q2 2025
Shares 263,655 Value ($000) $56,894 Avg Close — Range —
Q1 2025
Shares 278,162 Value ($000) $55,491 Avg Close — Range —
Q4 2024
Shares 280,681 Value ($000) $62,019 Avg Close — Range —
Q3 2024
Shares 302,513 Value ($000) $66,822 Avg Close — Range —
Q2 2024
Shares 298,424 Value ($000) $60,547 Avg Close — Range —
Q1 2024
Shares 283,962 Value ($000) $59,717 Avg Close — Range —
Q4 2023
Shares 288,247 Value ($000) $57,854 Avg Close — Range —