ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

SWP FINANCIAL LLC's Holding History (CIK: 0002014200)

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

Q2 2025
Shares 966 Value ($000) $208 Avg Close — Range —
Q4 2024
Shares 966 Value ($000) $213 Avg Close — Range —
Q3 2024
Shares 966 Value ($000) $213 Avg Close — Range —
Q2 2024
Shares 1,002 Value ($000) $203 Avg Close — Range —
Q1 2024
Shares 1,240 Value ($000) $261 Avg Close — Range —
Q4 2023
Shares 1,897 Value ($000) $381 Avg Close — Range —