ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 22,126 Value ($000) $3,030 Avg Close — Range —
Q3 2025
Shares 22,242 Value ($000) $3,168 Avg Close — Range —
Q2 2025
Shares 20,165 Value ($000) $2,796 Avg Close — Range —
Q1 2025
Shares 20,279 Value ($000) $2,383 Avg Close — Range —
Q4 2024
Shares 20,296 Value ($000) $2,573 Avg Close — Range —
Q3 2024
Shares 20,705 Value ($000) $2,429 Avg Close — Range —
Q2 2024
Shares 20,806 Value ($000) $2,296 Avg Close — Range —
Q1 2024
Shares 20,755 Value ($000) $2,369 Avg Close — Range —
Q4 2023
Shares 20,783 Value ($000) $2,171 Avg Close — Range —
Q3 2023
Shares 16,349 Value ($000) $1,493 Avg Close — Range —
Q2 2023
Shares 16,251 Value ($000) $1,570 Avg Close — Range —
Q3 2022
Shares 7,531 Value ($000) $591 Avg Close — Range —
Q2 2022
Shares 7,864 Value ($000) $623 Avg Close — Range —
Q1 2022
Shares 2,489 Value ($000) $250 Avg Close — Range —
Q4 2018
Shares 2,915 Value ($000) $331 Avg Close — Range —