ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 7,846 Value ($000) $1,931 Avg Close — Range —
Q3 2025
Shares 7,717 Value ($000) $1,867 Avg Close — Range —
Q2 2025
Shares 7,796 Value ($000) $1,682 Avg Close — Range —
Q1 2025
Shares 7,793 Value ($000) $1,555 Avg Close — Range —
Q4 2024
Shares 7,823 Value ($000) $1,729 Avg Close — Range —
Q3 2024
Shares 7,848 Value ($000) $1,734 Avg Close — Range —
Q2 2024
Shares 7,837 Value ($000) $1,590 Avg Close — Range —
Q1 2024
Shares 9,388 Value ($000) $1,974 Avg Close — Range —
Q4 2023
Shares 12,835 Value ($000) $2,238 Avg Close — Range —
Q3 2023
Shares 9,977 Value ($000) $1,763 Avg Close — Range —
Q2 2023
Shares 10,471 Value ($000) $1,961 Avg Close — Range —
Q1 2023
Shares 12,901 Value ($000) $2,302 Avg Close — Range —
Q4 2022
Shares 12,835 Value ($000) $2,238 Avg Close — Range —
Q3 2022
Shares 12,827 Value ($000) $2,116 Avg Close — Range —
Q2 2022
Shares 14,625 Value ($000) $2,477 Avg Close — Range —
Q1 2022
Shares 15,694 Value ($000) $3,222 Avg Close — Range —
Q4 2021
Shares 15,985 Value ($000) $3,556 Avg Close — Range —
Q3 2021
Shares 16,199 Value ($000) $3,544 Avg Close — Range —
Q2 2021
Shares 16,639 Value ($000) $3,817 Avg Close — Range —
Q1 2021
Shares 16,803 Value ($000) $3,713 Avg Close — Range —
Q4 2020
Shares 16,917 Value ($000) $3,317 Avg Close — Range —
Q3 2020
Shares 32,430 Value ($000) $4,858 Avg Close — Range —
Q2 2020
Shares 51,524 Value ($000) $7,377 Avg Close — Range —