ISHARES TR

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

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

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

Q4 2025
Shares 21,195 Value ($000) $2,040 Avg Close — Range —
Q3 2025
Shares 16,709 Value ($000) $1,613 Avg Close — Range —
Q2 2025
Shares 20,339 Value ($000) $1,871 Avg Close — Range —
Q1 2025
Shares 37,289 Value ($000) $3,172 Avg Close — Range —
Q4 2024
Shares 38,933 Value ($000) $3,442 Avg Close — Range —
Q3 2024
Shares 38,710 Value ($000) $3,412 Avg Close — Range —
Q2 2024
Shares 39,518 Value ($000) $3,204 Avg Close — Range —
Q1 2024
Shares 37,884 Value ($000) $3,186 Avg Close — Range —
Q4 2023
Shares 37,343 Value ($000) $2,903 Avg Close — Range —
Q3 2023
Shares 22,327 Value ($000) $1,546 Avg Close — Range —
Q2 2023
Shares 21,380 Value ($000) $1,561 Avg Close — Range —
Q1 2023
Shares 19,764 Value ($000) $1,382 Avg Close — Range —
Q4 2022
Shares 13,471 Value ($000) $909 Avg Close — Range —
Q3 2022
Shares 13,585 Value ($000) $844 Avg Close — Range —
Q2 2022
Shares 18,965 Value ($000) $1,226 Avg Close — Range —
Q1 2022
Shares 19,756 Value ($000) $1,542 Avg Close — Range —