ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 4,840 Value ($000) $1,018 Avg Close — Range —
Q3 2025
Shares 1,582 Value ($000) $322 Avg Close — Range —
Q2 2025
Shares 4,313 Value ($000) $838 Avg Close — Range —
Q1 2025
Shares 4,305 Value ($000) $810 Avg Close — Range —
Q4 2024
Shares 4,316 Value ($000) $799 Avg Close — Range —
Q3 2024
Shares 4,230 Value ($000) $803 Avg Close — Range —
Q2 2024
Shares 4,257 Value ($000) $743 Avg Close — Range —
Q1 2024
Shares 4,257 Value ($000) $762 Avg Close — Range —
Q4 2023
Shares 3,922 Value ($000) $648 Avg Close — Range —
Q3 2023
Shares 3,931 Value ($000) $597 Avg Close — Range —
Q2 2023
Shares 3,755 Value ($000) $593 Avg Close — Range —
Q1 2023
Shares 2,039 Value ($000) $311 Avg Close — Range —