ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 25,844 Value ($000) $4,683 Avg Close — Range —
Q3 2025
Shares 25,827 Value ($000) $4,567 Avg Close — Range —
Q2 2025
Shares 25,380 Value ($000) $4,004 Avg Close — Range —
Q1 2025
Shares 25,436 Value ($000) $3,840 Avg Close — Range —
Q4 2024
Shares 22,898 Value ($000) $3,759 Avg Close — Range —
Q3 2024
Shares 22,535 Value ($000) $3,759 Avg Close — Range —
Q2 2024
Shares 22,535 Value ($000) $3,432 Avg Close — Range —
Q1 2024
Shares 22,550 Value ($000) $3,581 Avg Close — Range —
Q4 2023
Shares 22,555 Value ($000) $3,503 Avg Close — Range —
Q4 2019
Shares 15,488 Value ($000) $1,991 Avg Close — Range —
Q3 2019
Shares 23,276 Value ($000) $2,779 Avg Close — Range —
Q1 2019
Shares 18,734 Value ($000) $2,246 Avg Close — Range —
Q2 2018
Shares 1,058 Value ($000) $140 Avg Close — Range —
Q1 2018
Shares 1,058 Value ($000) $129 Avg Close — Range —
Q4 2017
Shares 16,288 Value ($000) $2,048 Avg Close — Range —
Q3 2017
Shares 57,450 Value ($000) $7,131 Avg Close — Range —
Q2 2017
Shares 57,640 Value ($000) $6,852 Avg Close — Range —
Q1 2017
Shares 59,329 Value ($000) $7,010 Avg Close — Range —