ISHARES TR

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

NewEdge Wealth, LLC's Holding History (CIK: 0001861796)

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

Q4 2025
Shares 83,221 Value ($000) $8,012 Avg Close — Range —
Q3 2025
Shares 87,380 Value ($000) $8,315 Avg Close — Range —
Q2 2025
Shares 84,826 Value ($000) $7,902 Avg Close — Range —
Q1 2025
Shares 81,405 Value ($000) $6,925 Avg Close — Range —
Q4 2024
Shares 76,181 Value ($000) $6,734 Avg Close — Range —
Q3 2024
Shares 77,309 Value ($000) $6,814 Avg Close — Range —
Q2 2024
Shares 105,925 Value ($000) $8,588 Avg Close — Range —
Q1 2024
Shares 106,988 Value ($000) $8,580 Avg Close — Range —
Q4 2023
Shares 102,899 Value ($000) $7,998 Avg Close — Range —
Q3 2023
Shares 55,808 Value ($000) $3,865 Avg Close — Range —
Q2 2023
Shares 45,964 Value ($000) $3,357 Avg Close — Range —
Q1 2023
Shares 7,003 Value ($000) $490 Avg Close — Range —
Q4 2022
Shares 3,665 Value ($000) $247 Avg Close — Range —
Q3 2022
Shares 10,348 Value ($000) $643 Avg Close — Range —
Q2 2022
Shares 9,677 Value ($000) $626 Avg Close — Range —
Q1 2022
Shares 6,022 Value ($000) $470 Avg Close — Range —
Q4 2021
Shares 5,860 Value ($000) $486 Avg Close — Range —