ISHARES TR

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

Nvest Financial, LLC's Holding History (CIK: 0001915315)

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

Q4 2025
Shares 16,027 Value ($000) $2,195 Avg Close — Range —
Q3 2025
Shares 12,546 Value ($000) $1,787 Avg Close — Range —
Q2 2025
Shares 13,125 Value ($000) $1,820 Avg Close — Range —
Q1 2025
Shares 17,905 Value ($000) $2,104 Avg Close — Range —
Q4 2024
Shares 18,201 Value ($000) $2,307 Avg Close — Range —
Q3 2024
Shares 18,276 Value ($000) $2,144 Avg Close — Range —
Q2 2024
Shares 17,261 Value ($000) $1,905 Avg Close — Range —
Q1 2024
Shares 16,855 Value ($000) $1,924 Avg Close — Range —
Q4 2023
Shares 10,575 Value ($000) $1,105 Avg Close — Range —
Q3 2023
Shares 5,703 Value ($000) $521 Avg Close — Range —