ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

KESTRA PRIVATE WEALTH SERVICES, LLC's Holding History (CIK: 0001649451)

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

Q4 2025
Shares 79,779 Value ($000) $7,680 Avg Close Range
Q3 2025
Shares 78,451 Value ($000) $7,574 Avg Close Range
Q2 2025
Shares 77,871 Value ($000) $7,162 Avg Close Range
Q1 2025
Shares 76,645 Value ($000) $6,520 Avg Close Range
Q4 2024
Shares 75,647 Value ($000) $6,687 Avg Close Range
Q3 2024
Shares 74,092 Value ($000) $6,530 Avg Close Range
Q2 2024
Shares 28,556 Value ($000) $2,315 Avg Close Range
Q1 2024
Shares 28,617 Value ($000) $2,406 Avg Close Range
Q4 2023
Shares 26,917 Value ($000) $2,092 Avg Close Range
Q3 2023
Shares 29,116 Value ($000) $2,016 Avg Close Range
Q2 2023
Shares 27,672 Value ($000) $2,021 Avg Close Range
Q1 2023
Shares 21,972 Value ($000) $1,536 Avg Close Range
Q4 2022
Shares 13,228 Value ($000) $892 Avg Close Range
Q3 2022
Shares 11,096 Value ($000) $690 Avg Close Range
Q2 2022
Shares 11,846 Value ($000) $766 Avg Close Range
Q1 2022
Shares 11,068 Value ($000) $864 Avg Close Range
Q4 2021
Shares 11,987 Value ($000) $995 Avg Close Range
Q3 2021
Shares 2,902 Value ($000) $227 Avg Close Range