ISHARES TR

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

Fusion Family Wealth LLC's Holding History (CIK: 0001696209)

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

Q4 2025
Shares 997 Value ($000) $472 Avg Close Range
Q3 2025
Shares 997 Value ($000) $467 Avg Close Range
Q2 2025
Shares 997 Value ($000) $423 Avg Close Range
Q1 2025
Shares 997 Value ($000) $360 Avg Close Range
Q4 2024
Shares 997 Value ($000) $400 Avg Close Range
Q3 2024
Shares 997 Value ($000) $374 Avg Close Range
Q2 2024
Shares 997 Value ($000) $363 Avg Close Range
Q1 2024
Shares 997 Value ($000) $336 Avg Close Range
Q4 2023
Shares 882 Value ($000) $267 Avg Close Range
Q3 2023
Shares 882 Value ($000) $235 Avg Close Range
Q2 2023
Shares 882 Value ($000) $243 Avg Close Range
Q1 2023
Shares 882 Value ($000) $215 Avg Close Range
Q3 2022
Shares 882 Value ($000) $242 Avg Close Range
Q1 2022
Shares 882 Value ($000) $245 Avg Close Range
Q4 2021
Shares 882 Value ($000) $270 Avg Close Range
Q3 2021
Shares 882 Value ($000) $242 Avg Close Range
Q2 2021
Shares 882 Value ($000) $239 Avg Close Range
Q1 2021
Shares 696 Value ($000) $169 Avg Close Range
Q4 2020
Shares 696 Value ($000) $168 Avg Close Range
Q3 2020
Shares 896 Value ($000) $194 Avg Close Range
Q2 2020
Shares 496 Value ($000) $95 Avg Close Range
Q1 2020
Shares 908 Value ($000) $137 Avg Close Range
Q4 2019
Shares 908 Value ($000) $160 Avg Close Range
Q3 2019
Shares 708 Value ($000) $113 Avg Close Range
Q2 2019
Shares 702 Value ($000) $110 Avg Close Range
Q1 2019
Shares 799 Value ($000) $121 Avg Close Range
Q4 2018
Shares 799 Value ($000) $105 Avg Close Range
Q3 2018
Shares 567 Value ($000) $88 Avg Close Range
Q2 2018
Shares 567 Value ($000) $82 Avg Close Range
Q1 2018
Shares 707 Value ($000) $96 Avg Close Range
Q4 2017
Shares 1,767 Value ($000) $238 Avg Close Range
Q3 2017
Shares 1,767 Value ($000) $221 Avg Close Range
Q2 2017
Shares 1,767 Value ($000) $210 Avg Close Range
Q1 2017
Shares 1,767 Value ($000) $201 Avg Close Range
Q4 2016
Shares 4,654 Value ($000) $499 Avg Close Range