ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Uptown Financial Advisors LLC's Holding History (CIK: 0002066147)

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

Q4 2025
Shares 3,649 Value ($000) $898 Avg Close — Range —
Q3 2025
Shares 3,649 Value ($000) $883 Avg Close — Range —
Q2 2025
Shares 3,842 Value ($000) $829 Avg Close — Range —
Q1 2025
Shares 3,832 Value ($000) $764 Avg Close — Range —
Q4 2024
Shares 3,832 Value ($000) $847 Avg Close — Range —