ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 18,329 Value ($000) $8,675 Avg Close Range
Q2 2025
Shares 17,500 Value ($000) $7,430 Avg Close Range
Q1 2025
Shares 3,554 Value ($000) $1,283 Avg Close Range
Q3 2024
Shares 2,266 Value ($000) $851 Avg Close Range
Q2 2024
Shares 4,082 Value ($000) $1,488 Avg Close Range
Q1 2024
Shares 2,304 Value ($000) $777 Avg Close Range
Q4 2023
Shares 2,835 Value ($000) $860 Avg Close Range
Q3 2023
Shares 2,364 Value ($000) $629 Avg Close Range
Q2 2023
Shares 1,688 Value ($000) $464 Avg Close Range
Q1 2023
Shares 1,686 Value ($000) $412 Avg Close Range
Q4 2022
Shares 2,797 Value ($000) $599 Avg Close Range
Q3 2022
Shares 1,816 Value ($000) $382 Avg Close Range
Q2 2022
Shares 5,125 Value ($000) $1,121 Avg Close Range
Q1 2022
Shares 3,057 Value ($000) $849 Avg Close Range
Q4 2021
Shares 3,137 Value ($000) $959 Avg Close Range
Q3 2021
Shares 2,275 Value ($000) $623 Avg Close Range
Q2 2021
Shares 2,273 Value ($000) $617 Avg Close Range
Q1 2021
Shares 1,991 Value ($000) $484 Avg Close Range
Q4 2020
Shares 2,062 Value ($000) $497 Avg Close Range
Q3 2020
Shares 1,990 Value ($000) $0 Avg Close Range
Q2 2020
Shares 1,990 Value ($000) $382 Avg Close Range
Q1 2020
Shares 3,629 Value ($000) $547 Avg Close Range
Q4 2019
Shares 5,705 Value ($000) $1,004 Avg Close Range
Q3 2019
Shares 4,646 Value ($000) $742 Avg Close Range