ISHARES TR

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

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q4 2025
Shares 4,439 Value ($000) $804 Avg Close — Range —
Q3 2025
Shares 4,439 Value ($000) $785 Avg Close — Range —
Q2 2025
Shares 4,439 Value ($000) $700 Avg Close — Range —
Q1 2025
Shares 4,439 Value ($000) $671 Avg Close — Range —
Q4 2024
Shares 4,439 Value ($000) $729 Avg Close — Range —
Q1 2024
Shares 5,708 Value ($000) $906 Avg Close — Range —