ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

BridgePort Financial Solutions, LLC's Holding History (CIK: 0002031775)

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

Q4 2025
Shares 3,943 Value ($000) $971 Avg Close — Range —
Q3 2025
Shares 4,081 Value ($000) $987 Avg Close — Range —
Q2 2025
Shares 4,246 Value ($000) $916 Avg Close — Range —
Q1 2025
Shares 3,744 Value ($000) $747 Avg Close — Range —
Q4 2024
Shares 3,855 Value ($000) $819 Avg Close — Range —