ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

LRI Investments, LLC's Holding History (CIK: 0002023325)

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

Q4 2025
Shares 2,206 Value ($000) $543 Avg Close Range
Q3 2025
Shares 2,735 Value ($000) $662 Avg Close Range
Q2 2025
Shares 2,942 Value ($000) $635 Avg Close Range
Q1 2025
Shares 2,290 Value ($000) $457 Avg Close Range
Q4 2024
Shares 500 Value ($000) $110 Avg Close Range
Q3 2024
Shares 3,614 Value ($000) $838 Avg Close Range
Q2 2024
Shares 500 Value ($000) $101 Avg Close Range
Q1 2024
Shares 537 Value ($000) $113 Avg Close Range