ISHARES TR

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

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025
Shares 2,920 Value ($000) $281 Avg Close — Range —
Q3 2025
Shares 2,217 Value ($000) $214 Avg Close — Range —
Q2 2025
Shares 3,288 Value ($000) $302 Avg Close — Range —
Q4 2024
Shares 3,475 Value ($000) $307 Avg Close — Range —
Q2 2024
Shares 2,486 Value ($000) $202 Avg Close — Range —
Q1 2024
Shares 2,486 Value ($000) $209 Avg Close — Range —
Q4 2023
Shares 2,934 Value ($000) $228 Avg Close — Range —
Q3 2023
Shares 3,864 Value ($000) $268 Avg Close — Range —
Q4 2021
Shares 3,277 Value ($000) $272 Avg Close — Range —
Q3 2021
Shares 3,277 Value ($000) $256 Avg Close — Range —
Q2 2021
Shares 3,277 Value ($000) $260 Avg Close — Range —
Q1 2021
Shares 3,277 Value ($000) $242 Avg Close — Range —
Q4 2020
Shares 3,617 Value ($000) $248 Avg Close — Range —
Q3 2020
Shares 3,617 Value ($000) $0 Avg Close — Range —
Q2 2020
Shares 4,103 Value ($000) $220 Avg Close — Range —
Q1 2020
Shares 5,183 Value ($000) $224 Avg Close — Range —
Q4 2019
Shares 5,484 Value ($000) $327 Avg Close — Range —
Q3 2019
Shares 5,484 Value ($000) $307 Avg Close — Range —