ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 931 Value ($000) $348 Avg Close — Range —
Q2 2025
Shares 1,306 Value ($000) $443 Avg Close — Range —
Q1 2025
Shares 775 Value ($000) $238 Avg Close — Range —
Q1 2024
Shares 729 Value ($000) $210 Avg Close — Range —
Q4 2023
Shares 1,469 Value ($000) $385 Avg Close — Range —
Q3 2023
Shares 941 Value ($000) $221 Avg Close — Range —
Q4 2022
Shares 1,727 Value ($000) $364 Avg Close — Range —
Q2 2022
Shares 2,499 Value ($000) $519 Avg Close — Range —
Q4 2021
Shares 881 Value ($000) $233 Avg Close — Range —
Q1 2020
Shares 7,598 Value ($000) $1,075 Avg Close — Range —