ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Finivi Inc.'s Holding History (CIK: 0002101641)

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

Q4 2025
Shares 1,137 Value ($000) $280 Avg Close — Range —
Q3 2025
Shares 1,157 Value ($000) $280 Avg Close — Range —
Q2 2025
Shares 1,163 Value ($000) $251 Avg Close — Range —
Q1 2025
Shares 13,317 Value ($000) $2,657 Avg Close — Range —
Q4 2024
Shares 12,544 Value ($000) $2,772 Avg Close — Range —
Q3 2024
Shares 11,840 Value ($000) $2,615 Avg Close — Range —
Q2 2024
Shares 3,371 Value ($000) $684 Avg Close — Range —
Q1 2024
Shares 3,198 Value ($000) $673 Avg Close — Range —
Q4 2023
Shares 3,093 Value ($000) $621 Avg Close — Range —
Q4 2021
Shares 2,743 Value ($000) $610 Avg Close — Range —