ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

NewEdge Wealth, LLC's Holding History (CIK: 0001861796)

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

Q4 2025
Shares 4,346 Value ($000) $1,623 Avg Close — Range —
Q3 2025
Shares 4,031 Value ($000) $1,496 Avg Close — Range —
Q2 2025
Shares 4,084 Value ($000) $1,419 Avg Close — Range —
Q1 2025
Shares 4,599 Value ($000) $1,411 Avg Close — Range —
Q4 2024
Shares 4,650 Value ($000) $1,498 Avg Close — Range —
Q3 2024
Shares 4,707 Value ($000) $1,480 Avg Close — Range —
Q2 2024
Shares 4,541 Value ($000) $1,351 Avg Close — Range —
Q1 2024
Shares 4,601 Value ($000) $1,278 Avg Close — Range —
Q4 2023
Shares 4,949 Value ($000) $1,298 Avg Close — Range —
Q3 2023
Shares 4,914 Value ($000) $1,154 Avg Close — Range —
Q2 2023
Shares 5,168 Value ($000) $1,260 Avg Close — Range —
Q1 2023
Shares 5,719 Value ($000) $1,288 Avg Close — Range —
Q4 2022
Shares 5,836 Value ($000) $1,229 Avg Close — Range —
Q3 2022
Shares 5,477 Value ($000) $1,081 Avg Close — Range —