ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 4,600 Value ($000) $1,274 Avg Close — Range —
Q3 2025
Shares 5,264 Value ($000) $1,441 Avg Close — Range —
Q2 2025
Shares 5,094 Value ($000) $1,256 Avg Close — Range —
Q1 2025
Shares 4,861 Value ($000) $1,025 Avg Close — Range —
Q4 2024
Shares 86,288 Value ($000) $20,301 Avg Close — Range —
Q3 2024
Shares 35,779 Value ($000) $7,873 Avg Close — Range —
Q2 2024
Shares 22,968 Value ($000) $4,927 Avg Close — Range —
Q1 2024
Shares 21,021 Value ($000) $4,101 Avg Close — Range —
Q4 2023
Shares 49,297 Value ($000) $9 Avg Close — Range —
Q3 2023
Shares 915 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 1,084 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 1,100 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 21 Value ($000) $0 Avg Close — Range —
Q2 2022
Shares 3,031 Value ($000) $380 Avg Close — Range —
Q1 2022
Shares 26,333 Value ($000) $4,184 Avg Close — Range —
Q4 2021
Shares 16,722 Value ($000) $2,899 Avg Close — Range —
Q3 2021
Shares 77,108 Value ($000) $11,773 Avg Close — Range —
Q3 2019
Shares 3,516 Value ($000) $306 Avg Close — Range —