ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 793 Value ($000) $256 Avg Close — Range —
Q3 2025
Shares 718 Value ($000) $230 Avg Close — Range —
Q2 2025
Shares 718 Value ($000) $205 Avg Close — Range —
Q4 2024
Shares 733 Value ($000) $211 Avg Close — Range —
Q2 2019
Shares 14,801 Value ($000) $2,973 Avg Close — Range —
Q2 2018
Shares 454 Value ($000) $93 Avg Close — Range —
Q3 2017
Shares 28,316 Value ($000) $5,067 Avg Close — Range —
Q2 2017
Shares 29,264 Value ($000) $4,939 Avg Close — Range —